Sheets Smith Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $240K | Sell |
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|
2018
Q1 | $347K | Hold |
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|
2017
Q4 | $374K | Buy |
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|
2017
Q3 | $313K | Sell |
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|
2017
Q2 | $343K | Sell |
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|
2017
Q1 | $528K | Sell |
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|
2016
Q4 | $1.06M | Sell |
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|
2016
Q3 | $1.09M | Sell |
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|
2016
Q2 | $1.39M | Sell |
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|
2016
Q1 | $3.7M | Hold |
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|
2015
Q4 | $4.71M | Sell |
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|
2015
Q3 | $4.4M | Sell |
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|
2015
Q2 | $7.89M | Sell |
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|
2015
Q1 | $7.76M | Sell |
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|
2014
Q4 | $8.96M | Sell |
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|
2014
Q3 | $7.5M | Buy |
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|
2014
Q2 | $7.29M | Hold |
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|
2014
Q1 | $7.9M | Buy |
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|
2013
Q4 | $7.08M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $6.3M | Buy |
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