Laurel Wealth Advisors (California)’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 |
-4,587
| Closed | -$435K | – | 409 |
|
2018
Q3 | $435K | Sell |
4,587
-4,020
| -47% | -$381K | 0.11% | 208 |
|
2018
Q2 | $664K | Buy |
8,607
+5,050
| +142% | +$390K | 0.18% | 129 |
|
2018
Q1 | $245K | Sell |
3,557
-361
| -9% | -$24.9K | 0.08% | 280 |
|
2017
Q4 | $292K | Sell |
3,918
-5,539
| -59% | -$413K | 0.08% | 261 |
|
2017
Q3 | $598K | Sell |
9,457
-1,860
| -16% | -$118K | 0.2% | 113 |
|
2017
Q2 | $722K | Buy |
11,317
+16
| +0.1% | +$1.02K | 0.26% | 104 |
|
2017
Q1 | $744K | Buy |
11,301
+1,183
| +12% | +$77.9K | 0.29% | 93 |
|
2016
Q4 | $696K | Buy |
10,118
+4,277
| +73% | +$294K | 0.31% | 87 |
|
2016
Q3 | $412K | Buy |
5,841
+111
| +2% | +$7.83K | 0.19% | 133 |
|
2016
Q2 | $434K | Buy |
+5,730
| New | +$434K | 0.21% | 120 |
|