FFWA
ESRX
FRG Family Wealth Advisors’s Express Scripts Holding Company ESRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,109
| Closed | -$307K | – | 154 |
|
|
2017
Q4 | $307K | Hold |
4,109
| – | – | 0.1% | 125 |
|
|
2017
Q3 | $260K | Buy |
4,109
+795
| +24% | +$50.3K | 0.09% | 129 |
|
|
2017
Q2 | $212K | Sell |
3,314
-350
| -10% | -$22.4K | 0.08% | 134 |
|
|
2017
Q1 | $244K | Hold |
3,664
| – | – | 0.1% | 125 |
|
|
2016
Q4 | $252K | Sell |
3,664
-360
| -9% | -$24.8K | 0.11% | 118 |
|
|
2016
Q3 | $284K | Sell |
4,024
-1,004
| -20% | -$70.9K | 0.13% | 110 |
|
|
2016
Q2 | $381K | Buy |
5,028
+460
| +10% | +$34.9K | 0.17% | 100 |
|
|
2016
Q1 | $315K | Hold |
4,568
| – | – | 0.15% | 104 |
|
|
2015
Q4 | $399K | Buy |
+4,568
| New | +$399K | 0.19% | 96 |
|