Modera 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 | $307K | Buy |
1,023
+26
| +3% | +$7.8K | ﹤0.01% | 533 |
|
2025
Q1 | $277K | Sell |
997
-170
| -15% | -$47.3K | ﹤0.01% | 528 |
|
2024
Q4 | $262K | Buy |
1,167
+162
| +16% | +$36.4K | ﹤0.01% | 534 |
|
2024
Q3 | $226K | Sell |
1,005
-282
| -22% | -$63.5K | ﹤0.01% | 550 |
|
2024
Q2 | $290K | Buy |
1,287
+56
| +5% | +$12.6K | ﹤0.01% | 483 |
|
2024
Q1 | $299K | Buy |
+1,231
| New | +$299K | ﹤0.01% | 482 |
|
2023
Q4 | – | Sell |
-1,163
| Closed | -$209K | – | 527 |
|
2023
Q3 | $209K | Buy |
1,163
+46
| +4% | +$8.28K | ﹤0.01% | 511 |
|
2023
Q2 | $215K | Buy |
+1,117
| New | +$215K | ﹤0.01% | 518 |
|