Legacy Capital Wealth Partners’s Cencora COR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $675K | Sell |
2,251
-309
| -12% | -$92.7K | 0.15% | 142 |
|
2025
Q1 | $712K | Sell |
2,560
-679
| -21% | -$189K | 0.18% | 119 |
|
2024
Q4 | $728K | Sell |
3,239
-794
| -20% | -$178K | 0.18% | 117 |
|
2024
Q3 | $908K | Buy |
+4,033
| New | +$908K | 0.18% | 109 |
|
2024
Q1 | – | Sell |
-6,311
| Closed | -$1.3M | – | 160 |
|
2023
Q4 | $1.3M | Sell |
6,311
-1,613
| -20% | -$331K | 0.37% | 62 |
|
2023
Q3 | $1.43M | Buy |
+7,924
| New | +$1.43M | 0.39% | 49 |
|
2023
Q2 | – | Sell |
-7,864
| Closed | -$1.26M | – | 79 |
|
2023
Q1 | $1.26M | Buy |
+7,864
| New | +$1.26M | 0.34% | 55 |
|