Williams Jones 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 | $447K | Buy |
2,660
+641
| +32% | +$108K | 0.01% | 366 |
|
|
2025
Q1 | $278K | Hold |
2,019
| – | – | ﹤0.01% | 413 |
|
|
2024
Q4 | $239K | Sell |
2,019
-1
| -0% | -$118 | ﹤0.01% | 442 |
|
|
2024
Q3 | $223K | Sell |
2,020
-50
| -2% | -$5.53K | ﹤0.01% | 474 |
|
|
2024
Q2 | $204K | Hold |
2,070
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $232K | Buy |
+2,070
| New | +$232K | ﹤0.01% | 473 |
|