Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-434
| Closed | -$31K | – | 357 |
|
|
2016
Q3 | $31K | Hold |
434
| – | – | 0.01% | 224 |
|
|
2016
Q2 | $33K | Hold |
434
| – | – | 0.01% | 221 |
|
|
2016
Q1 | $30K | Hold |
434
| – | – | 0.01% | 226 |
|
|
2015
Q4 | $38K | Hold |
434
| – | – | 0.01% | 224 |
|
|
2015
Q3 | $35K | Hold |
434
| – | – | 0.01% | 223 |
|
|
2015
Q2 | $39K | Hold |
434
| – | – | 0.02% | 197 |
|
|
2015
Q1 | $38K | Buy |
434
+162
| +60% | +$14.2K | 0.02% | 192 |
|
|
2014
Q4 | $23K | Buy |
+272
| New | +$23K | 0.01% | 226 |
|