Venturi Wealth Management’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 | $283K | Sell |
1,685
-146
| -8% | -$24.5K | 0.01% | 441 |
|
|
2025
Q1 | $252K | Buy |
1,831
+19
| +1% | +$2.62K | 0.01% | 483 |
|
|
2024
Q4 | $214K | Buy |
1,812
+838
| +86% | +$99.1K | 0.01% | 530 |
|
|
2024
Q3 | $108K | Buy |
974
+325
| +50% | +$35.9K | 0.01% | 542 |
|
|
2024
Q2 | $63.8K | Buy |
649
+263
| +68% | +$25.9K | ﹤0.01% | 599 |
|
|
2024
Q1 | $43.2K | Buy |
386
+168
| +77% | +$18.8K | ﹤0.01% | 529 |
|
|
2023
Q4 | $22K | Buy |
218
+70
| +47% | +$7.06K | ﹤0.01% | 676 |
|
|
2023
Q3 | $12.9K | Buy |
148
+138
| +1,380% | +$12K | ﹤0.01% | 745 |
|
|
2023
Q2 | $946 | Buy |
+10
| New | +$946 | ﹤0.01% | 1020 |
|
|
2016
Q4 | – | Sell |
-3,239
| Closed | -$252K | – | 152 |
|
|
2016
Q3 | $252K | Sell |
3,239
-752
| -19% | -$58.5K | 0.08% | 127 |
|
|
2016
Q2 | $311K | Sell |
3,991
-55,278
| -93% | -$4.31M | 0.11% | 117 |
|
|
2016
Q1 | $4.86M | Buy |
59,269
+11,712
| +25% | +$960K | 1.81% | 18 |
|
|
2015
Q4 | $4.25M | Buy |
+47,557
| New | +$4.25M | 1.93% | 13 |
|