Heritage Wealth Management (Ohio)’s Cencora COR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$846K	Sell	2,821 -137	-5%	-$41.1K	0.27%	94
2025 Q1	$823K	Sell	2,958 -815	-22%	-$227K	0.28%	92
2024 Q4	$848K	Sell	3,773 -25	-0.7%	-$5.62K	0.28%	92
2024 Q3	$855K	Hold	3,798	–	–	0.28%	91
2024 Q2	$846K	Buy	+3,798	New	+$846K	0.28%	92