IWS
Insight Wealth Strategies’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Sell |
15,146
-4,826
| -24% | -$1.43M | 0.57% | 53 |
|
|
2025
Q1 | $5.55M | Sell |
19,972
-277
| -1% | -$77K | 0.75% | 31 |
|
|
2024
Q4 | $4.55M | Buy |
20,249
+11,232
| +125% | +$2.52M | 0.61% | 43 |
|
|
2024
Q3 | $2.03M | Buy |
9,017
+202
| +2% | +$45.5K | 0.27% | 97 |
|
|
2024
Q2 | $1.99M | Buy |
8,815
+218
| +3% | +$49.1K | 0.28% | 91 |
|
|
2024
Q1 | $2.09M | Sell |
8,597
-1,718
| -17% | -$417K | 0.31% | 84 |
|
|
2023
Q4 | $2.12M | Sell |
10,315
-207
| -2% | -$42.5K | 0.34% | 59 |
|
|
2023
Q3 | $1.89M | Buy |
10,522
+639
| +6% | +$115K | 0.37% | 46 |
|
|
2023
Q2 | $1.9M | Sell |
9,883
-118
| -1% | -$22.7K | 0.36% | 45 |
|
|
2023
Q1 | $1.6M | Sell |
10,001
-375
| -4% | -$60K | 0.31% | 52 |
|
|
2022
Q4 | $1.72M | Buy |
10,376
+250
| +2% | +$41.4K | 0.33% | 50 |
|
|
2022
Q3 | $1.43M | Hold |
10,126
| – | – | 0.27% | 64 |
|
|
2022
Q2 | $1.43M | Sell |
10,126
-1,243
| -11% | -$176K | 0.27% | 64 |
|
|
2022
Q1 | $1.76M | Buy |
11,369
+1,221
| +12% | +$189K | 0.26% | 61 |
|
|
2021
Q4 | $1.35M | Buy |
10,148
+1,569
| +18% | +$209K | 0.19% | 82 |
|
|
2021
Q3 | $1.03M | Buy |
8,579
+568
| +7% | +$67.9K | 0.14% | 98 |
|
|
2021
Q2 | $917K | Buy |
+8,011
| New | +$917K | 0.13% | 108 |
|