JWM
Jackson Wealth Management’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Sell |
28,153
-921
| -3% | -$276K | 0.92% | 29 |
|
|
2025
Q1 | $8.09M | Sell |
29,074
-13
| -0% | -$3.62K | 0.98% | 25 |
|
|
2024
Q4 | $6.54M | Sell |
29,087
-194
| -0.7% | -$43.6K | 0.74% | 37 |
|
|
2024
Q3 | $6.59M | Buy |
29,281
+11,802
| +68% | +$2.66M | 0.79% | 37 |
|
|
2024
Q2 | $3.94M | Sell |
17,479
-10,258
| -37% | -$2.31M | 0.84% | 32 |
|
|
2024
Q1 | $6.74M | Buy |
27,737
+878
| +3% | +$213K | 0.84% | 29 |
|
|
2023
Q4 | $5.52M | Buy |
26,859
+633
| +2% | +$130K | 0.73% | 31 |
|
|
2023
Q3 | $4.72M | Buy |
26,226
+565
| +2% | +$102K | 0.68% | 35 |
|
|
2023
Q2 | $4.94M | Buy |
+25,661
| New | +$4.94M | 0.73% | 31 |
|
|
2023
Q1 | – | Sell |
-25,849
| Closed | -$4.28M | – | 141 |
|
|
2022
Q4 | $4.28M | Sell |
25,849
-31,399
| -55% | -$5.2M | 1.57% | 23 |
|
|
2022
Q3 | $7.75M | Buy |
57,248
+50,258
| +719% | +$6.8M | 1.53% | 18 |
|
|
2022
Q2 | $989K | Buy |
+6,990
| New | +$989K | 0.46% | 51 |
|