WR Wealth Planners’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $158K | Buy |
1,335
+39
| +3% | +$4.61K | 0.05% | 180 |
|
|
2024
Q3 | $143K | Buy |
1,296
+18
| +1% | +$1.99K | 0.04% | 227 |
|
|
2024
Q2 | $126K | Sell |
1,278
-78
| -6% | -$7.67K | 0.04% | 224 |
|
|
2024
Q1 | $152K | Buy |
+1,356
| New | +$152K | 0.05% | 209 |
|
|
2023
Q4 | – | Sell |
-1,328
| Closed | -$115K | – | 272 |
|
|
2023
Q3 | $115K | Sell |
1,328
-45
| -3% | -$3.91K | 0.04% | 217 |
|
|
2023
Q2 | $130K | Buy |
1,373
+15
| +1% | +$1.42K | 0.05% | 214 |
|
|
2023
Q1 | $102K | Buy |
+1,358
| New | +$102K | 0.04% | 233 |
|