WWA
WCG Wealth Advisors’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,706
| Closed | -$2.41M | – | 295 |
|
|
2024
Q4 | $2.41M | Buy |
10,706
+500
| +5% | +$112K | 0.16% | 139 |
|
|
2024
Q3 | $2.3M | Sell |
10,206
-4
| -0% | -$900 | 0.16% | 144 |
|
|
2024
Q2 | $2.3M | Buy |
+10,210
| New | +$2.3M | 0.17% | 125 |
|
|
2024
Q1 | – | Sell |
-12,789
| Closed | -$2.63M | – | 267 |
|
|
2023
Q4 | $2.63M | Sell |
12,789
-1,401
| -10% | -$288K | 0.19% | 108 |
|
|
2023
Q3 | $2.66M | Sell |
14,190
-22,818
| -62% | -$4.28M | 0.2% | 114 |
|
|
2023
Q2 | $7.12M | Sell |
37,008
-339
| -0.9% | -$65.2K | 0.83% | 34 |
|
|
2023
Q1 | $5.98M | Buy |
37,347
+2,428
| +7% | +$389K | 0.77% | 39 |
|
|
2022
Q4 | $5.79M | Buy |
34,919
+3,214
| +10% | +$533K | 0.79% | 36 |
|
|
2022
Q3 | $4.63M | Sell |
31,705
-358
| -1% | -$52.3K | 0.61% | 40 |
|
|
2022
Q2 | $4.54M | Buy |
+32,063
| New | +$4.54M | 0.63% | 43 |
|