SSWM
Sheets Smith Wealth Management’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Hold |
16,473
| – | – | 0.58% | 45 |
|
|
2025
Q1 | $4.58M | Hold |
16,473
| – | – | 0.57% | 49 |
|
|
2024
Q4 | $3.7M | Hold |
16,473
| – | – | 0.45% | 55 |
|
|
2024
Q3 | $3.71M | Sell |
16,473
-90
| -0.5% | -$20.3K | 0.45% | 56 |
|
|
2024
Q2 | $3.73M | Hold |
16,563
| – | – | 0.45% | 60 |
|
|
2024
Q1 | $4.02M | Buy |
16,563
+300
| +2% | +$72.9K | 0.45% | 57 |
|
|
2023
Q4 | $3.34M | Hold |
16,263
| – | – | 0.48% | 56 |
|
|
2023
Q3 | $2.93M | Hold |
16,263
| – | – | 0.45% | 58 |
|
|
2023
Q2 | $3.13M | Buy |
+16,263
| New | +$3.13M | 0.46% | 56 |
|