Wealthspire Advisors (Maryland)’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 |
-5,087
| Closed | -$483K | – | 2669 |
|
|
2018
Q3 | $483K | Sell |
5,087
-356
| -7% | -$33.8K | 0.04% | 253 |
|
|
2018
Q2 | $420K | Sell |
5,443
-1,037
| -16% | -$80K | 0.04% | 276 |
|
|
2018
Q1 | $448K | Sell |
6,480
-528
| -8% | -$36.5K | 0.04% | 266 |
|
|
2017
Q4 | $523K | Sell |
7,008
-85
| -1% | -$6.34K | 0.05% | 245 |
|
|
2017
Q3 | $449K | Buy |
7,093
+334
| +5% | +$21.1K | 0.05% | 258 |
|
|
2017
Q2 | $431K | Buy |
6,759
+1,750
| +35% | +$112K | 0.05% | 256 |
|
|
2017
Q1 | $330K | Sell |
5,009
-2,371
| -32% | -$156K | 0.05% | 267 |
|
|
2016
Q4 | $508K | Sell |
7,380
-2,818
| -28% | -$194K | 0.08% | 175 |
|
|
2016
Q3 | $719K | Buy |
10,198
+72
| +0.7% | +$5.08K | 0.11% | 127 |
|
|
2016
Q2 | $768K | Sell |
10,126
-576
| -5% | -$43.7K | 0.13% | 122 |
|
|
2016
Q1 | $735K | Sell |
10,702
-4,352
| -29% | -$299K | 0.13% | 113 |
|
|
2015
Q4 | $1.32M | Buy |
+15,054
| New | +$1.32M | 0.24% | 71 |
|