MGB Wealth Management’s Cencora COR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Sell |
4,484
-375
| -8% | -$112K | 0.44% | 53 |
|
2025
Q1 | $1.35M | Buy |
4,859
+100
| +2% | +$27.8K | 0.49% | 53 |
|
2024
Q4 | $1.07M | Buy |
4,759
+124
| +3% | +$27.9K | 0.33% | 64 |
|
2024
Q3 | $1.04M | Buy |
4,635
+735
| +19% | +$165K | 0.38% | 64 |
|
2024
Q2 | $868K | Buy |
3,900
+1,140
| +41% | +$254K | 0.32% | 74 |
|
2024
Q1 | $671K | Hold |
2,760
| – | – | 0.27% | 89 |
|
2023
Q4 | $567K | Buy |
+2,760
| New | +$567K | 0.28% | 98 |
|