Waverly 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 | $649K | Buy |
3,863
+60
| +2% | +$10.1K | 0.01% | 734 |
|
|
2025
Q1 | $524K | Buy |
3,803
+705
| +23% | +$97.1K | 0.01% | 758 |
|
|
2024
Q4 | $366K | Buy |
3,098
+243
| +9% | +$28.7K | 0.01% | 760 |
|
|
2024
Q3 | $315K | Sell |
2,855
-18
| -0.6% | -$1.99K | 0.01% | 676 |
|
|
2024
Q2 | $282K | Buy |
2,873
+134
| +5% | +$13.2K | 0.01% | 680 |
|
|
2024
Q1 | $306K | Buy |
2,739
+415
| +18% | +$46.4K | 0.01% | 565 |
|
|
2023
Q4 | $234K | Buy |
+2,324
| New | +$234K | 0.01% | 394 |
|
|
2018
Q4 | – | Sell |
-7,328
| Closed | -$396K | – | 132 |
|
|
2018
Q3 | $396K | Hold |
7,328
| – | – | 0.06% | 137 |
|
|
2018
Q2 | $358K | Sell |
7,328
-377
| -5% | -$18.4K | 0.06% | 138 |
|
|
2018
Q1 | $483K | Sell |
7,705
-4,971
| -39% | -$312K | 0.08% | 116 |
|
|
2017
Q4 | $777K | Buy |
12,676
+550
| +5% | +$33.7K | 0.11% | 125 |
|
|
2017
Q3 | $811K | Hold |
12,126
| – | – | 0.18% | 102 |
|
|
2017
Q2 | $945K | Sell |
12,126
-20
| -0.2% | -$1.56K | 0.24% | 80 |
|
|
2017
Q1 | $991K | Buy |
+12,146
| New | +$991K | 0.26% | 69 |
|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$150K | – | 461 |
|
|
2014
Q3 | $150K | Hold |
2,000
| – | – | 0.08% | 102 |
|
|
2014
Q2 | $137K | Hold |
2,000
| – | – | 0.06% | 117 |
|
|
2014
Q1 | $140K | Sell |
2,000
-273
| -12% | -$19.1K | 0.06% | 117 |
|
|
2013
Q4 | $152K | Buy |
2,273
+2,000
| +733% | +$134K | 0.05% | 173 |
|
|
2013
Q3 | $14K | Buy |
+273
| New | +$14K | 0.01% | 404 |
|