TWM
TriaGen Wealth Management’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
8,482
-351
| -4% | -$105K | 0.77% | 31 |
|
|
2025
Q1 | $2.46M | Sell |
8,833
-69
| -0.8% | -$19.2K | 0.87% | 25 |
|
|
2024
Q4 | $2M | Sell |
8,902
-20
| -0.2% | -$4.49K | 0.67% | 38 |
|
|
2024
Q3 | $2.01M | Sell |
8,922
-14
| -0.2% | -$3.15K | 0.67% | 38 |
|
|
2024
Q2 | $2.01M | Sell |
8,936
-26
| -0.3% | -$5.86K | 0.78% | 37 |
|
|
2024
Q1 | $2.18M | Sell |
8,962
-20
| -0.2% | -$4.86K | 0.9% | 32 |
|
|
2023
Q4 | $1.84M | Sell |
8,982
-412
| -4% | -$84.6K | 0.88% | 39 |
|
|
2023
Q3 | $1.69M | Sell |
9,394
-165
| -2% | -$29.7K | 0.86% | 41 |
|
|
2023
Q2 | $1.84M | Sell |
9,559
-5,175
| -35% | -$996K | 0.84% | 40 |
|
|
2023
Q1 | $2.36M | Sell |
14,734
-265
| -2% | -$42.4K | 1.19% | 18 |
|
|
2022
Q4 | $2.49M | Sell |
14,999
-113
| -0.7% | -$18.7K | 1.38% | 16 |
|
|
2022
Q3 | $2.05M | Sell |
15,112
-77
| -0.5% | -$10.4K | 1.13% | 24 |
|
|
2022
Q2 | $2.15M | Sell |
15,189
-151
| -1% | -$21.4K | 1.53% | 15 |
|
|
2022
Q1 | $2.37M | Sell |
15,340
-1,582
| -9% | -$245K | 1.23% | 18 |
|
|
2021
Q4 | $2.25M | Hold |
16,922
| – | – | 1.11% | 22 |
|
|
2021
Q3 | $2.02M | Sell |
16,922
-219
| -1% | -$26.2K | 1.1% | 20 |
|
|
2021
Q2 | $2.09M | Sell |
17,141
-231
| -1% | -$28.2K | 1.08% | 21 |
|
|
2021
Q1 | $2.05M | Buy |
17,372
+277
| +2% | +$32.7K | 1.18% | 22 |
|
|
2020
Q4 | $1.67M | Buy |
+17,095
| New | +$1.67M | 0.98% | 36 |
|