Valeo 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 | $425K | Buy |
+2,528
| New | +$425K | 0.01% | 487 |
|
|
2021
Q2 | – | Sell |
-302
| Closed | -$18K | – | 645 |
|
|
2021
Q1 | $18K | Buy |
302
+23
| +8% | +$1.37K | ﹤0.01% | 1124 |
|
|
2020
Q4 | $15K | Hold |
279
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q3 | $13K | Sell |
279
-308
| -52% | -$14.4K | ﹤0.01% | 979 |
|
|
2020
Q2 | $31K | Buy |
587
+168
| +40% | +$8.87K | ﹤0.01% | 850 |
|
|
2020
Q1 | $21K | Buy |
419
+140
| +50% | +$7.02K | ﹤0.01% | 845 |
|
|
2019
Q4 | $14K | Sell |
279
-100
| -26% | -$5.02K | ﹤0.01% | 983 |
|
|
2019
Q3 | $18K | Buy |
379
+279
| +279% | +$13.3K | ﹤0.01% | 858 |
|
|
2019
Q2 | $5K | Sell |
100
-30
| -23% | -$1.5K | ﹤0.01% | 1190 |
|
|
2019
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 1080 |
|
|
2018
Q4 | $6K | Sell |
130
-561
| -81% | -$25.9K | ﹤0.01% | 994 |
|
|
2018
Q3 | $35K | Sell |
691
-21
| -3% | -$1.06K | ﹤0.01% | 614 |
|
|
2018
Q2 | $35K | Buy |
712
+147
| +26% | +$7.23K | ﹤0.01% | 616 |
|
|
2018
Q1 | $35K | Sell |
565
-690
| -55% | -$42.7K | 0.01% | 563 |
|
|
2017
Q4 | $77K | Buy |
1,255
+2
| +0.2% | +$123 | 0.01% | 388 |
|
|
2017
Q3 | $84K | Buy |
+1,253
| New | +$84K | 0.02% | 318 |
|