Compass Wealth Management’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
1,566
+3
| +0.2% | +$900 | 0.11% | 112 |
|
|
2025
Q1 | $435K | Buy |
1,563
+3
| +0.2% | +$834 | 0.11% | 112 |
|
|
2024
Q4 | $351K | Sell |
1,560
-131
| -8% | -$29.4K | 0.08% | 127 |
|
|
2024
Q3 | $381K | Sell |
1,691
-131
| -7% | -$29.5K | 0.09% | 125 |
|
|
2024
Q2 | $410K | Buy |
+1,822
| New | +$410K | 0.1% | 121 |
|