EWM
Evercore Wealth Management’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Hold |
2,440
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $679K | Hold |
2,440
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $548K | Buy |
2,440
+1
| +0% | +$225 | 0.01% | 262 |
|
|
2024
Q3 | $549K | Sell |
2,439
-20
| -0.8% | -$4.5K | 0.01% | 265 |
|
|
2024
Q2 | $554K | Buy |
2,459
+25
| +1% | +$5.63K | 0.01% | 266 |
|
|
2024
Q1 | $591K | Sell |
2,434
-13
| -0.5% | -$3.16K | 0.01% | 261 |
|
|
2023
Q4 | $503K | Buy |
2,447
+12
| +0.5% | +$2.47K | 0.01% | 283 |
|
|
2023
Q3 | $438K | Sell |
2,435
-203
| -8% | -$36.5K | 0.01% | 287 |
|
|
2023
Q2 | $508K | Buy |
2,638
+215
| +9% | +$41.4K | 0.01% | 278 |
|
|
2023
Q1 | $388K | Hold |
2,423
| – | – | 0.01% | 296 |
|
|
2022
Q4 | $402K | Sell |
2,423
-5
| -0.2% | -$829 | 0.01% | 293 |
|
|
2022
Q3 | $328K | Buy |
2,428
+38
| +2% | +$5.13K | 0.01% | 305 |
|
|
2022
Q2 | $338K | Hold |
2,390
| – | – | 0.01% | 306 |
|
|
2022
Q1 | $370K | Hold |
2,390
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $318K | Hold |
2,390
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $286K | Hold |
2,390
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $273K | Sell |
2,390
-1,200
| -33% | -$137K | 0.01% | 380 |
|
|
2021
Q1 | $423K | Sell |
3,590
-75
| -2% | -$8.84K | 0.01% | 318 |
|
|
2020
Q4 | $358K | Buy |
3,665
+65
| +2% | +$6.35K | 0.01% | 333 |
|
|
2020
Q3 | $349K | Sell |
3,600
-1,740
| -33% | -$169K | 0.01% | 302 |
|
|
2020
Q2 | $538K | Sell |
5,340
-64
| -1% | -$6.45K | 0.01% | 252 |
|
|
2020
Q1 | $478K | Sell |
5,404
-70
| -1% | -$6.19K | 0.02% | 248 |
|
|
2019
Q4 | $465K | Sell |
5,474
-900
| -14% | -$76.5K | 0.01% | 284 |
|
|
2019
Q3 | $524K | Sell |
6,374
-100
| -2% | -$8.22K | 0.02% | 269 |
|
|
2019
Q2 | $552K | Sell |
6,474
-210
| -3% | -$17.9K | 0.02% | 267 |
|
|
2019
Q1 | $532K | Buy |
6,684
+476
| +8% | +$37.9K | 0.02% | 258 |
|
|
2018
Q4 | $461K | Sell |
6,208
-1,447
| -19% | -$107K | 0.02% | 256 |
|
|
2018
Q3 | $706K | Sell |
7,655
-4,361
| -36% | -$402K | 0.02% | 241 |
|
|
2018
Q2 | $1.02M | Sell |
12,016
-1,888
| -14% | -$161K | 0.04% | 197 |
|
|
2018
Q1 | $1.2M | Sell |
13,904
-375
| -3% | -$32.3K | 0.05% | 171 |
|
|
2017
Q4 | $1.31M | Hold |
14,279
| – | – | 0.05% | 171 |
|
|
2017
Q3 | $1.18M | Sell |
14,279
-600
| -4% | -$49.6K | 0.05% | 167 |
|
|
2017
Q2 | $1.41M | Sell |
14,879
-195
| -1% | -$18.4K | 0.05% | 159 |
|
|
2017
Q1 | $1.33M | Sell |
15,074
-1,780
| -11% | -$158K | 0.05% | 161 |
|
|
2016
Q4 | $1.32M | Sell |
16,854
-193
| -1% | -$15.1K | 0.05% | 161 |
|
|
2016
Q3 | $1.38M | Sell |
17,047
-20
| -0.1% | -$1.62K | 0.06% | 158 |
|
|
2016
Q2 | $1.35M | Sell |
17,067
-1,452
| -8% | -$115K | 0.06% | 155 |
|
|
2016
Q1 | $1.6M | Buy |
18,519
+103
| +0.6% | +$8.92K | 0.07% | 143 |
|
|
2015
Q4 | $1.91M | Buy |
18,416
+442
| +2% | +$45.8K | 0.09% | 132 |
|
|
2015
Q3 | $1.71M | Buy |
17,974
+224
| +1% | +$21.2K | 0.08% | 137 |
|
|
2015
Q2 | $1.89M | Sell |
17,750
-620
| -3% | -$66K | 0.09% | 142 |
|
|
2015
Q1 | $2.09M | Sell |
18,370
-1,100
| -6% | -$125K | 0.1% | 136 |
|
|
2014
Q4 | $1.75M | Sell |
19,470
-5,600
| -22% | -$504K | 0.09% | 131 |
|
|
2014
Q3 | $1.94M | Sell |
25,070
-300
| -1% | -$23.2K | 0.1% | 140 |
|
|
2014
Q2 | $1.84M | Sell |
25,370
-1,294
| -5% | -$94.1K | 0.1% | 139 |
|
|
2014
Q1 | $1.75M | Sell |
26,664
-1,300
| -5% | -$85.2K | 0.1% | 138 |
|
|
2013
Q4 | $1.97M | Hold |
27,964
| – | – | 0.11% | 138 |
|
|
2013
Q3 | $1.71M | Buy |
27,964
+301
| +1% | +$18.4K | 0.1% | 169 |
|
|
2013
Q2 | $1.54M | Buy |
+27,663
| New | +$1.54M | 0.09% | 175 |
|