Univest Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,508
| Closed | -$241K | – | 139 |
|
|
2019
Q4 | $241K | Buy |
+3,508
| New | +$241K | 0.1% | 94 |
|
|
2017
Q1 | – | Sell |
-3,508
| Closed | -$241K | – | 105 |
|
|
2016
Q4 | $241K | Buy |
+3,508
| New | +$241K | 0.1% | 94 |
|
|
2016
Q3 | – | Sell |
-41,770
| Closed | -$3.17M | – | 94 |
|
|
2016
Q2 | $3.17M | Sell |
41,770
-711
| -2% | -$53.9K | 1.44% | 31 |
|
|
2016
Q1 | $2.92M | Sell |
42,481
-122
| -0.3% | -$8.38K | 1.33% | 41 |
|
|
2015
Q4 | $3.72M | Buy |
42,603
+568
| +1% | +$49.7K | 1.7% | 20 |
|
|
2015
Q3 | $3.4M | Sell |
42,035
-2,426
| -5% | -$196K | 1.67% | 22 |
|
|
2015
Q2 | $3.95M | Sell |
44,461
-466
| -1% | -$41.4K | 1.82% | 16 |
|
|
2015
Q1 | $3.9M | Buy |
44,927
+167
| +0.4% | +$14.5K | 1.75% | 15 |
|
|
2014
Q4 | $3.79M | Buy |
44,760
+181
| +0.4% | +$15.3K | 1.66% | 22 |
|
|
2014
Q3 | $3.15M | Sell |
44,579
-293
| -0.7% | -$20.7K | 1.48% | 27 |
|
|
2014
Q2 | $3.11M | Buy |
44,872
+1,042
| +2% | +$72.2K | 1.46% | 36 |
|
|
2014
Q1 | $3.29M | Buy |
43,830
+1,362
| +3% | +$102K | 1.64% | 20 |
|
|
2013
Q4 | $2.98M | Buy |
42,468
+4,957
| +13% | +$348K | 1.47% | 34 |
|
|
2013
Q3 | $2.32M | Buy |
37,511
+1,194
| +3% | +$73.8K | 1.24% | 47 |
|
|
2013
Q2 | $2.24M | Buy |
+36,317
| New | +$2.24M | 1.23% | 48 |
|