Smith Salley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-74,965
| Closed | -$4.94M | – | 177 |
|
|
2017
Q1 | $4.94M | Sell |
74,965
-1,288
| -2% | -$84.9K | 1.01% | 39 |
|
|
2016
Q4 | $5.25M | Buy |
76,253
+976
| +1% | +$67.1K | 1.09% | 34 |
|
|
2016
Q3 | $5.31M | Sell |
75,277
-848
| -1% | -$59.8K | 1.18% | 30 |
|
|
2016
Q2 | $5.77M | Buy |
76,125
+4,511
| +6% | +$342K | 1.34% | 26 |
|
|
2016
Q1 | $4.92M | Buy |
71,614
+4,961
| +7% | +$341K | 1.23% | 31 |
|
|
2015
Q4 | $5.83M | Buy |
66,653
+1,573
| +2% | +$137K | 1.45% | 24 |
|
|
2015
Q3 | $5.27M | Buy |
65,080
+3,141
| +5% | +$254K | 1.42% | 23 |
|
|
2015
Q2 | $5.51M | Buy |
61,939
+1,551
| +3% | +$138K | 1.4% | 25 |
|
|
2015
Q1 | $5.24M | Buy |
60,388
+6,392
| +12% | +$555K | 1.34% | 25 |
|
|
2014
Q4 | $4.57M | Buy |
53,996
+6,126
| +13% | +$519K | 1.19% | 31 |
|
|
2014
Q3 | $3.38M | Buy |
47,870
+6,312
| +15% | +$446K | 0.9% | 40 |
|
|
2014
Q2 | $2.88M | Buy |
41,558
+8,492
| +26% | +$589K | 0.77% | 46 |
|
|
2014
Q1 | $2.48M | Buy |
33,066
+9,717
| +42% | +$730K | 1.55% | 23 |
|
|
2013
Q4 | $1.64M | Buy |
+23,349
| New | +$1.64M | 1.07% | 43 |
|