IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5365 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5171 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4987 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4744 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4537 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4301 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4153 |
|
|
2018
Q4 | – | Sell |
-10,141
| Closed | -$963K | – | 4014 |
|
|
2018
Q3 | $963K | Buy |
10,141
+805
| +9% | +$76.4K | 0.04% | 440 |
|
|
2018
Q2 | $721K | Sell |
9,336
-385
| -4% | -$29.7K | 0.03% | 527 |
|
|
2018
Q1 | $726K | Hold |
9,721
| – | – | 0.03% | 485 |
|
|
2017
Q4 | $726K | Sell |
9,721
-5,647
| -37% | -$422K | 0.03% | 485 |
|
|
2017
Q3 | $973K | Sell |
15,368
-1,169
| -7% | -$74K | 0.04% | 456 |
|
|
2017
Q2 | $1.06M | Buy |
16,537
+1,307
| +9% | +$83.5K | 0.04% | 422 |
|
|
2017
Q1 | $1M | Buy |
15,230
+457
| +3% | +$30.1K | 0.04% | 425 |
|
|
2016
Q4 | $1.02M | Buy |
14,773
+3,326
| +29% | +$229K | 0.05% | 375 |
|
|
2016
Q3 | $807K | Sell |
11,447
-243
| -2% | -$17.1K | 0.04% | 415 |
|
|
2016
Q2 | $886K | Buy |
+11,690
| New | +$886K | 0.05% | 381 |
|
|
2016
Q1 | – | Sell |
-10,247
| Closed | -$896K | – | 3892 |
|
|
2015
Q4 | $896K | Buy |
+10,247
| New | +$896K | 0.06% | 337 |
|