Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
CAH holding history
Cardinal Health Inc in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CAH overviewAll 13F holders of CAHFull Q1 2025 holdings
- Shares (Q1 2025)
- 17,715
- Value
- $2.44M
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 17,715 | $2.44M | 0.1% | +7,591+75.0% | Added | Holders |
| Q4 2024 | 10,124 | $1.20M | 0.1% | +10,124 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −25,912−100.0% | Sold out | Holders |
| Q2 2024 | 25,912 | $2.55M | 0.2% | −747−2.8% | Reduced | Holders |
| Q1 2024 | 26,659 | $3.00M | 0.3% | +685+2.6% | Added | Holders |
| Q4 2023 | 25,974 | $2.63M | 0.3% | +467+1.8% | Added | Holders |
| Q3 2023 | 25,507 | $2.21M | 0.2% | +25,507 | New | Holders |