Optivise Advisory Services’s Cencora COR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Buy	935 +64	+7%	+$19.2K	0.14%	146
2025 Q1	$242K	Buy	+871	New	+$242K	0.14%	155
2024 Q4	–	Sell	-906	Closed	-$204K	–	182
2024 Q3	$204K	Sell	906 -116	-11%	-$26.1K	0.11%	161
2024 Q2	$230K	Buy	+1,022	New	+$230K	0.12%	156