YHB Investment 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-12,290
| Closed | -$1.17M | – | 197 |
|
2018
Q3 | $1.17M | Sell |
12,290
-25,579
| -68% | -$2.43M | 0.18% | 112 |
|
2018
Q2 | $2.92M | Buy |
37,869
+238
| +0.6% | +$18.4K | 0.48% | 65 |
|
2018
Q1 | $2.6M | Buy |
37,631
+153
| +0.4% | +$10.6K | 0.44% | 71 |
|
2017
Q4 | $2.8M | Sell |
37,478
-1,541
| -4% | -$115K | 0.48% | 69 |
|
2017
Q3 | $2.47M | Sell |
39,019
-1,322
| -3% | -$83.7K | 0.44% | 72 |
|
2017
Q2 | $2.58M | Buy |
40,341
+36,196
| +873% | +$2.31M | 0.44% | 68 |
|
2017
Q1 | $246K | Sell |
4,145
-64,884
| -94% | -$3.85M | 0.05% | 161 |
|
2016
Q4 | $4.75M | Sell |
69,029
-3,893
| -5% | -$268K | 0.99% | 36 |
|
2016
Q3 | $5.14M | Sell |
72,922
-4,110
| -5% | -$290K | 1.24% | 26 |
|
2016
Q2 | $5.84M | Buy |
77,032
+1,335
| +2% | +$101K | 1.28% | 25 |
|
2016
Q1 | $5.2M | Buy |
75,697
+2,396
| +3% | +$165K | 1.4% | 22 |
|
2015
Q4 | $6.41M | Buy |
73,301
+1,510
| +2% | +$132K | 1.45% | 22 |
|
2015
Q3 | $5.81M | Buy |
71,791
+1,349
| +2% | +$109K | 1.37% | 20 |
|
2015
Q2 | $6.27M | Buy |
70,442
+1,868
| +3% | +$166K | 1.37% | 19 |
|
2015
Q1 | $5.95M | Buy |
68,574
+2,611
| +4% | +$227K | 1.33% | 21 |
|
2014
Q4 | $5.59M | Buy |
65,963
+1,106
| +2% | +$93.6K | 1.28% | 23 |
|
2014
Q3 | $4.58M | Buy |
64,857
+1,250
| +2% | +$88.3K | 1.1% | 29 |
|
2014
Q2 | $4.41M | Buy |
63,607
+2,392
| +4% | +$166K | 1.06% | 31 |
|
2014
Q1 | $4.6M | Buy |
61,215
+1,333
| +2% | +$100K | 1.17% | 26 |
|
2013
Q4 | $4.21M | Buy |
59,882
+568
| +1% | +$39.9K | 1.13% | 28 |
|
2013
Q3 | $3.67M | Buy |
59,314
+1,100
| +2% | +$68K | 1.08% | 35 |
|
2013
Q2 | $3.59M | Buy |
+58,214
| New | +$3.59M | 1.12% | 31 |
|