BerganKDV Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,987
| Closed | -$379K | – | 729 |
|
|
2018
Q3 | $379K | Buy |
3,987
+230
| +6% | +$21.9K | 0.08% | 135 |
|
|
2018
Q2 | $290K | Sell |
3,757
-59
| -2% | -$4.55K | 0.06% | 160 |
|
|
2018
Q1 | $264K | Sell |
3,816
-226
| -6% | -$15.6K | 0.07% | 162 |
|
|
2017
Q4 | $302K | Sell |
4,042
-1,694
| -30% | -$127K | 0.07% | 158 |
|
|
2017
Q3 | $363K | Buy |
+5,736
| New | +$363K | 0.09% | 149 |
|