Wescott Financial Advisory Group’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
3,603
-42
| -1% | -$12.6K | 0.1% | 87 |
|
|
2025
Q1 | $1.01M | Sell |
3,645
-138
| -4% | -$38.4K | 0.11% | 79 |
|
|
2024
Q4 | $850K | Buy |
3,783
+7
| +0.2% | +$1.57K | 0.09% | 92 |
|
|
2024
Q3 | $850K | Hold |
3,776
| – | – | 0.09% | 86 |
|
|
2024
Q2 | $851K | Buy |
3,776
+12
| +0.3% | +$2.7K | 0.1% | 87 |
|
|
2024
Q1 | $915K | Hold |
3,764
| – | – | 0.11% | 78 |
|
|
2023
Q4 | $773K | Hold |
3,764
| – | – | 0.11% | 80 |
|
|
2023
Q3 | $677K | Sell |
3,764
-2,084
| -36% | -$375K | 0.12% | 81 |
|
|
2023
Q2 | $1.13M | Buy |
+5,848
| New | +$1.13M | 0.2% | 63 |
|