United Capital Financial Advisors’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $901K | Sell |
5,366
-1
| -0% | -$168 | 0.01% | 610 |
|
2025
Q1 | $739K | Sell |
5,367
-149
| -3% | -$20.5K | 0.01% | 630 |
|
2024
Q4 | $652K | Buy |
5,516
+174
| +3% | +$20.6K | 0.01% | 655 |
|
2024
Q3 | $590K | Buy |
5,342
+102
| +2% | +$11.3K | ﹤0.01% | 686 |
|
2024
Q2 | $515K | Sell |
5,240
-6,310
| -55% | -$620K | ﹤0.01% | 699 |
|
2024
Q1 | $1.29M | Sell |
11,550
-971
| -8% | -$109K | 0.01% | 507 |
|
2023
Q4 | $1.26M | Sell |
12,521
-16,012
| -56% | -$1.61M | 0.01% | 503 |
|
2023
Q3 | $2.48M | Sell |
28,533
-16
| -0.1% | -$1.39K | 0.02% | 395 |
|
2023
Q2 | $2.7M | Sell |
28,549
-2,813
| -9% | -$266K | 0.01% | 402 |
|
2023
Q1 | $2.37M | Buy |
31,362
+2,113
| +7% | +$160K | 0.01% | 422 |
|
2022
Q4 | $2.25M | Buy |
29,249
+3,023
| +12% | +$232K | 0.01% | 460 |
|
2022
Q3 | $1.75M | Sell |
26,226
-1,273
| -5% | -$84.9K | 0.01% | 497 |
|
2022
Q2 | $1.44M | Sell |
27,499
-1,066
| -4% | -$55.7K | 0.01% | 555 |
|
2022
Q1 | $1.62M | Sell |
28,565
-5,141
| -15% | -$292K | 0.01% | 559 |
|
2021
Q4 | $1.74M | Buy |
33,706
+20,809
| +161% | +$1.07M | 0.01% | 561 |
|
2021
Q3 | $638K | Sell |
12,897
-5,273
| -29% | -$261K | ﹤0.01% | 797 |
|
2021
Q2 | $1.04M | Sell |
18,170
-767
| -4% | -$43.8K | 0.01% | 688 |
|
2021
Q1 | $1.15M | Sell |
18,937
-2,180
| -10% | -$132K | 0.01% | 633 |
|
2020
Q4 | $1.13M | Sell |
21,117
-1,051
| -5% | -$56.3K | 0.01% | 643 |
|
2020
Q3 | $1.04M | Buy |
22,168
+285
| +1% | +$13.4K | 0.01% | 649 |
|
2020
Q2 | $1.14M | Buy |
21,883
+948
| +5% | +$49.5K | 0.01% | 618 |
|
2020
Q1 | $1M | Buy |
20,935
+1,806
| +9% | +$86.6K | 0.01% | 627 |
|
2019
Q4 | $971K | Buy |
19,129
+422
| +2% | +$21.4K | 0.01% | 789 |
|
2019
Q3 | $883K | Buy |
18,707
+455
| +2% | +$21.5K | 0.01% | 779 |
|
2019
Q2 | $860K | Buy |
18,252
+449
| +3% | +$21.2K | 0.01% | 858 |
|
2019
Q1 | $857K | Buy |
+17,803
| New | +$857K | 0.01% | 811 |
|
2018
Q4 | – | Sell |
-3,767
| Closed | -$203K | – | 1291 |
|
2018
Q3 | $203K | Buy |
+3,767
| New | +$203K | ﹤0.01% | 1248 |
|
2018
Q2 | – | Sell |
-5,377
| Closed | -$337K | – | 1313 |
|
2018
Q1 | $337K | Sell |
5,377
-3,636
| -40% | -$228K | ﹤0.01% | 1054 |
|
2017
Q4 | $556K | Sell |
9,013
-90,568
| -91% | -$5.59M | ﹤0.01% | 934 |
|
2017
Q3 | $6.66M | Sell |
99,581
-3,428
| -3% | -$229K | 0.06% | 343 |
|
2017
Q2 | $8.03M | Buy |
103,009
+3,284
| +3% | +$256K | 0.07% | 306 |
|
2017
Q1 | $8.13M | Buy |
99,725
+551
| +0.6% | +$44.9K | 0.08% | 302 |
|
2016
Q4 | $7.14M | Sell |
99,174
-6,945
| -7% | -$500K | 0.07% | 320 |
|
2016
Q3 | $8.25M | Buy |
106,119
+3,039
| +3% | +$236K | 0.08% | 307 |
|
2016
Q2 | $8.04M | Sell |
103,080
-35
| -0% | -$2.73K | 0.08% | 288 |
|
2016
Q1 | $8.45M | Buy |
103,115
+1,933
| +2% | +$158K | 0.09% | 240 |
|
2015
Q4 | $9.03M | Buy |
101,182
+5,659
| +6% | +$505K | 0.1% | 214 |
|
2015
Q3 | $7.34M | Buy |
95,523
+1,398
| +1% | +$107K | 0.09% | 242 |
|
2015
Q2 | $7.87M | Sell |
94,125
-1,870
| -2% | -$156K | 0.09% | 259 |
|
2015
Q1 | $8.1M | Buy |
+95,995
| New | +$8.1M | 0.1% | 256 |
|