WR Wealth Planners’s Cencora COR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$6.74K Buy
30
+8
+36% +$1.88K ﹤0.01% 644
2024
Q3
$4.95K Hold
22
﹤0.01% 746
2024
Q2
$4.96K Buy
22
+4
+22% +$926 ﹤0.01% 718
2024
Q1
$4.37K Buy
+18
New +$4.14K ﹤0.01% 744
2023
Q4
Sell
-81
Closed -$14.6K 315
2023
Q3
$14.6K Hold
81
0.01% 481
2023
Q2
$15.6K Buy
81
+68
+523% +$11.8K 0.01% 474
2023
Q1
$2.08K Buy
+13
New +$2.06K ﹤0.01% 770

Other funds holding COR

WR Wealth Planners's COR Position: Q4 2024 in Review

WR Wealth Planners increased its Cencora (COR) stake by 36% in Q4 2024, buying an estimated $1.88K and bringing the position to 30 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

WR Wealth Planners first reported a position in COR in Q1 2023 and has held it in 7 quarters since. The position peaked at $15.6K in Q2 2023. 1,228 funds tracked by Wall St. Rank hold COR as of Q4 2024.

  • WR Wealth Planners held 30 shares of Cencora worth $6.74K as of Q4 2024.
  • WR Wealth Planners bought 8 Cencora shares in Q4 2024, an estimated $1.88K.
  • Cencora made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #644 holding.
  • WR Wealth Planners first reported a position in Cencora in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Cencora position peaked at $15.6K in Q2 2023.
  • 1,228 funds tracked by Wall St. Rank held Cencora as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.