WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $61K | Sell |
960
-788
| -45% | -$50.1K | 0.01% | 655 |
|
|
2017
Q1 | $115K | Sell |
1,748
-1,198
| -41% | -$78.8K | 0.03% | 453 |
|
|
2016
Q4 | $203K | Buy |
2,946
+204
| +7% | +$14.1K | 0.05% | 381 |
|
|
2016
Q3 | $193K | Buy |
2,742
+136
| +5% | +$9.57K | 0.05% | 380 |
|
|
2016
Q2 | $198K | Buy |
2,606
+315
| +14% | +$23.9K | 0.05% | 342 |
|
|
2016
Q1 | $157K | Sell |
2,291
-6,793
| -75% | -$466K | 0.05% | 364 |
|
|
2015
Q4 | $794K | Sell |
9,084
-420
| -4% | -$36.7K | 0.24% | 103 |
|
|
2015
Q3 | $769K | Buy |
9,504
+82
| +0.9% | +$6.64K | 0.24% | 96 |
|
|
2015
Q2 | $838K | Buy |
9,422
+5,539
| +143% | +$493K | 0.23% | 97 |
|
|
2015
Q1 | $337K | Sell |
3,883
-643
| -14% | -$55.8K | 0.09% | 236 |
|
|
2014
Q4 | $383K | Buy |
4,526
+684
| +18% | +$57.9K | 0.08% | 284 |
|
|
2014
Q3 | $271K | Sell |
3,842
-194
| -5% | -$13.7K | 0.05% | 376 |
|
|
2014
Q2 | $280K | Sell |
4,036
-916
| -18% | -$63.5K | 0.05% | 370 |
|
|
2014
Q1 | $372K | Sell |
4,952
-531
| -10% | -$39.9K | 0.07% | 295 |
|
|
2013
Q4 | $385K | Buy |
5,483
+2,873
| +110% | +$202K | 0.05% | 365 |
|
|
2013
Q3 | $161K | Buy |
2,610
+42
| +2% | +$2.59K | 0.02% | 550 |
|
|
2013
Q2 | $159K | Buy |
+2,568
| New | +$159K | 0.03% | 523 |
|