UP Strategic Wealth Investment Advisors’s Cencora COR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Sell
1,428
-89
-6% -$26.7K 0.33% 49
2025
Q1
$422K Buy
1,517
+202
+15% +$56.2K 0.38% 48
2024
Q4
$295K Sell
1,315
-137
-9% -$30.8K 0.3% 57
2024
Q3
$327K Buy
+1,452
New +$327K 0.37% 51