AmerisourceBergen shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of AmerisourceBergen (COR) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in AmerisourceBergen
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Quarterly reported holdings in AmerisourceBergen by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $279k | 894 | 312.53 |
| 2025-06-30 | $262k | 875 | 299.85 |
| 2025-03-31 | $278k | 1.0k | 278.09 |
| 2024-12-31 | $240k | 1.1k | 224.71 |
| 2024-09-30 | $240k | 1.1k | 225.08 |
| 2024-06-30 | $240k | 1.1k | 225.30 |
| 2024-03-31 | $272k | 1.1k | 242.99 |
| 2023-09-30 | $344k | 1.9k | 180.04 |
| 2023-06-30 | $262k | 1.4k | 192.50 |
| 2023-03-31 | $547k | 3.4k | 160.13 |
| 2022-12-31 | $5.5M | 33k | 165.71 |
| 2022-09-30 | $4.3M | 32k | 135.34 |
| 2022-06-30 | $4.4M | 31k | 141.49 |
| 2022-03-31 | $4.7M | 30k | 154.72 |
| 2021-12-31 | $3.6M | 27k | 132.89 |
| 2021-09-30 | $1.4M | 12k | 119.48 |
| 2021-06-30 | $875k | 7.7k | 114.36 |
| 2021-03-31 | $726k | 6.2k | 118.05 |
| 2020-12-31 | $240k | 2.5k | 97.76 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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