Heritage Oak Wealth Advisors’s Cencora COR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,312	Closed	-$295K	–	71
2024 Q4	$295K	Buy	+1,312	New	+$295K	0.14%	56
2024 Q3	–	Sell	-3,244	Closed	-$731K	–	159
2024 Q2	$731K	Buy	+3,244	New	+$731K	0.37%	39