Applied Finance Capital Management’s Centene CNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$645K	Sell	11,883 -604	-5%	-$32.8K	0.04%	176
2025 Q1	$758K	Buy	12,487 +1,379	+12%	+$83.7K	0.06%	155
2024 Q4	$673K	Hold	11,108	–	–	0.03%	153
2024 Q3	$836K	Buy	11,108 +2,365	+27%	+$178K	0.04%	138
2024 Q2	$580K	Buy	+8,743	New	+$580K	0.03%	168