CWM
ESRX

Confluence Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-4,765
Closed -$328K 137
2016
Q4
$328K Buy
+4,765
New +$328K 0.16% 105
2014
Q2
Sell
-16,734
Closed -$1.26M 135
2014
Q1
$1.26M Buy
+16,734
New +$1.26M 0.95% 41