Omnia Family Wealth’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 |
-2,193
| Closed | -$208K | – | 628 |
|
|
2018
Q3 | $208K | Hold |
2,193
| – | – | 0.1% | 86 |
|
|
2018
Q2 | $169K | Hold |
2,193
| – | – | 0.08% | 94 |
|
|
2018
Q1 | $151K | Sell |
2,193
-31
| -1% | -$2.14K | 0.07% | 98 |
|
|
2017
Q4 | $166K | Sell |
2,224
-1,944
| -47% | -$145K | 0.08% | 98 |
|
|
2017
Q3 | $264K | Sell |
4,168
-306
| -7% | -$19.4K | 0.13% | 70 |
|
|
2017
Q2 | $286K | Buy |
4,474
+3,212
| +255% | +$205K | 0.14% | 63 |
|
|
2017
Q1 | $83K | Buy |
1,262
+20
| +2% | +$1.32K | 0.04% | 133 |
|
|
2016
Q4 | $85K | Buy |
+1,242
| New | +$85K | 0.04% | 134 |
|