WMA
Wealth Management Associates’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Sell |
4,000
-75
| -2% | -$12.6K | 0.26% | 77 |
|
|
2025
Q1 | $561K | Hold |
4,075
| – | – | 0.24% | 79 |
|
|
2024
Q4 | $482K | Hold |
4,075
| – | – | 0.21% | 94 |
|
|
2024
Q3 | $450K | Buy |
4,075
+965
| +31% | +$107K | 0.2% | 104 |
|
|
2024
Q2 | $306K | Hold |
3,110
| – | – | 0.14% | 140 |
|
|
2024
Q1 | $306K | Sell |
3,110
-310
| -9% | -$30.5K | 0.14% | 140 |
|
|
2023
Q4 | $345K | Hold |
3,420
| – | – | 0.18% | 122 |
|
|
2023
Q3 | $297K | Hold |
3,420
| – | – | 0.17% | 126 |
|
|
2023
Q2 | $323K | Sell |
3,420
-165
| -5% | -$15.6K | 0.18% | 118 |
|
|
2023
Q1 | $271K | Hold |
3,585
| – | – | 0.17% | 143 |
|
|
2022
Q4 | $276K | Sell |
3,585
-5,625
| -61% | -$432K | 0.18% | 136 |
|
|
2022
Q3 | $614K | Hold |
9,210
| – | – | 0.43% | 57 |
|
|
2022
Q2 | $481K | Hold |
9,210
| – | – | 0.33% | 75 |
|
|
2022
Q1 | $522K | Hold |
9,210
| – | – | 0.3% | 85 |
|
|
2021
Q4 | $474K | Buy |
9,210
+2,015
| +28% | +$104K | 0.26% | 104 |
|
|
2021
Q3 | $356K | Hold |
7,195
| – | – | 0.21% | 122 |
|
|
2021
Q2 | $411K | Hold |
7,195
| – | – | 0.23% | 116 |
|
|
2021
Q1 | $437K | Hold |
7,195
| – | – | 0.28% | 95 |
|
|
2020
Q4 | $385K | Buy |
7,195
+1,575
| +28% | +$84.4K | 0.25% | 99 |
|
|
2020
Q3 | $264K | Hold |
5,620
| – | – | 0.2% | 124 |
|
|
2020
Q2 | $293K | Hold |
5,620
| – | – | 0.25% | 101 |
|
|
2020
Q1 | $269K | Hold |
5,620
| – | – | 0.27% | 89 |
|
|
2019
Q4 | $284K | Hold |
5,620
| – | – | 0.2% | 113 |
|
|
2019
Q3 | $265K | Buy |
+5,620
| New | +$265K | 0.21% | 114 |
|