JFS Wealth Advisors’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.5K | Buy |
129
+2
| +2% | +$577 | ﹤0.01% | 614 |
|
|
2026
Q1 | $39.9K | Buy |
127
+2
| +2% | +$698 | ﹤0.01% | 572 |
|
|
2025
Q4 | $42.2K | Buy |
125
+29
| +30% | +$9.89K | ﹤0.01% | 571 |
|
|
2025
Q3 | $30K | Hold |
96
| – | – | ﹤0.01% | 612 |
|
|
2025
Q2 | $28.8K | Hold |
96
| – | – | ﹤0.01% | 576 |
|
|
2025
Q1 | $26.7K | Sell |
96
-23
| -19% | -$5.78K | ﹤0.01% | 601 |
|
|
2024
Q4 | $26.7K | Buy |
119
+46
| +63% | +$10.8K | ﹤0.01% | 582 |
|
|
2024
Q3 | $16.4K | Buy |
73
+2
| +3% | +$464 | ﹤0.01% | 684 |
|
|
2024
Q2 | $16K | Hold |
71
| – | – | ﹤0.01% | 652 |
|
|
2024
Q1 | $17.3K | Sell |
71
-2
| -3% | -$460 | ﹤0.01% | 658 |
|
|
2023
Q4 | $15K | Buy |
73
+3
| +4% | +$585 | ﹤0.01% | 659 |
|
|
2023
Q3 | $12.6K | Buy |
70
+1
| +1% | +$185 | ﹤0.01% | 652 |
|
|
2023
Q2 | $13.3K | Hold |
69
| – | – | ﹤0.01% | 639 |
|
|
2023
Q1 | $11K | Buy |
69
+1
| +1% | +$159 | ﹤0.01% | 684 |
|
|
2022
Q4 | $11.3K | Sell |
68
-1
| -1% | -$158 | ﹤0.01% | 665 |
|
|
2022
Q3 | $9K | Sell |
69
-20
| -22% | -$2.87K | ﹤0.01% | 755 |
|
|
2022
Q2 | $13K | Buy |
89
+37
| +71% | +$5.66K | ﹤0.01% | 690 |
|
|
2022
Q1 | $8K | Sell |
52
-298
| -85% | -$42.2K | ﹤0.01% | 855 |
|
|
2021
Q4 | $47K | Buy |
350
+12
| +4% | +$1.48K | ﹤0.01% | 431 |
|
|
2021
Q3 | $40K | Hold |
338
| – | – | ﹤0.01% | 446 |
|
|
2021
Q2 | $39K | Buy |
+338
| New | +$39.9K | 0.01% | 296 |
|
|
2016
Q3 | – | Sell |
-5,016
| Closed | -$398K | – | 487 |
|
|
2016
Q2 | $398K | Buy |
5,016
+4,700
| +1,487% | +$377K | 0.11% | 105 |
|
|
2016
Q1 | $27K | Buy |
+316
| New | +$28.2K | 0.01% | 292 |
|
Other funds holding COR
WCM
CNB
ERIC
P
CI
IWS
VIP
BFA