Pinnacle Wealth Planning 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 | $306K | Buy |
1,019
+143
| +16% | +$42.9K | 0.04% | 293 |
|
|
2025
Q1 | $244K | Buy |
+876
| New | +$244K | 0.04% | 305 |
|
|
2024
Q4 | – | Sell |
-964
| Closed | -$217K | – | 427 |
|
|
2024
Q3 | $217K | Sell |
964
-1
| -0.1% | -$225 | 0.03% | 437 |
|
|
2024
Q2 | $217K | Sell |
965
-11
| -1% | -$2.48K | 0.03% | 393 |
|
|
2024
Q1 | $237K | Buy |
976
+1
| +0.1% | +$243 | 0.03% | 372 |
|
|
2023
Q4 | $200K | Buy |
+975
| New | +$200K | 0.03% | 414 |
|
|
2021
Q1 | – | Sell |
-979
| Closed | -$95K | – | 687 |
|
|
2020
Q4 | $95K | Buy |
+979
| New | +$95K | 0.02% | 486 |
|