Summit Financial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-20,124
| Closed | -$1.53M | – | 157 |
|
|
2016
Q2 | $1.53M | Buy |
+20,124
| New | +$1.53M | 0.64% | 42 |
|
|
2015
Q4 | – | Sell |
-275
| Closed | -$22K | – | 239 |
|
|
2015
Q3 | $22K | Sell |
275
-91
| -25% | -$7.28K | 0.01% | 156 |
|
|
2015
Q2 | $32K | Hold |
366
| – | – | 0.02% | 171 |
|
|
2015
Q1 | $31K | Hold |
366
| – | – | 0.02% | 144 |
|
|
2014
Q4 | $31K | Buy |
+366
| New | +$31K | 0.02% | 141 |
|