Number of Shares
109,242.00
Current Holdings Value*
$19.66 Mil
% of Portfolio
1.5%
Total Estimate Gain
$12.16 Mil
% of Total Estimate Gain
39.34%

Polaris Wealth Advisory Group, LLC's Cencora Inc Holding Summary

As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 109,242.00 shares of Cencora Inc(COR), totaling $19.66 Mil. This investment constitutes 1.5% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.05% of the outstanding Cencora Inc(COR) stock.

The initial trade took place in 2014Q1. And since then Polaris Wealth Advisory Group, LLC has made 9 purchases of COR, at an average price of $133.18, for a total of 232,154.00 shares. In addition, there have been 6 sales at an average price of $87.82 for 122,912.00 shares. Based on historical transaction data and COR's current price of $295.56, Polaris Wealth Advisory Group, LLC's estimated gain on his COR holdings is $12.16 Mil, reflecting a 39.34% gain to date.

Polaris Wealth Advisory Group, LLC COR ($295.56) Holding Chart

Polaris Wealth Advisory Group, LLC COR ($295.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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