MinichMacGregor Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-137
| Closed | -$13K | – | 597 |
|
|
2018
Q3 | $13K | Sell |
137
-78
| -36% | -$7.4K | 0.01% | 295 |
|
|
2018
Q2 | $16K | Sell |
215
-32
| -13% | -$2.38K | 0.01% | 240 |
|
|
2018
Q1 | $17K | Buy |
247
+32
| +15% | +$2.2K | 0.01% | 227 |
|
|
2017
Q4 | $16K | Hold |
215
| – | – | 0.01% | 234 |
|
|
2017
Q3 | $13K | Hold |
215
| – | – | 0.01% | 248 |
|
|
2017
Q2 | $13K | Hold |
215
| – | – | 0.01% | 243 |
|
|
2017
Q1 | $14K | Hold |
215
| – | – | 0.01% | 233 |
|
|
2016
Q4 | $14K | Hold |
215
| – | – | 0.01% | 220 |
|
|
2016
Q3 | $15K | Hold |
215
| – | – | 0.01% | 217 |
|
|
2016
Q2 | $16K | Sell |
215
-116
| -35% | -$8.63K | 0.02% | 196 |
|
|
2016
Q1 | $22K | Buy |
331
+36
| +12% | +$2.39K | 0.02% | 165 |
|
|
2015
Q4 | $25K | Buy |
+295
| New | +$25K | 0.02% | 150 |
|