9258 Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $343K | Sell |
3,445
-176
| -5% | -$17.5K | 0.05% | 254 |
|
|
2024
Q2 | $385K | Buy |
3,621
+304
| +9% | +$32.3K | 0.06% | 232 |
|
|
2024
Q1 | $511K | Buy |
3,317
+274
| +9% | +$42.2K | 0.08% | 191 |
|
|
2023
Q4 | $445K | Buy |
3,043
+1,133
| +59% | +$166K | 0.08% | 196 |
|
|
2023
Q3 | $276K | Sell |
1,910
-226
| -11% | -$32.7K | 0.05% | 260 |
|
|
2023
Q2 | $419K | Buy |
2,136
+335
| +19% | +$65.8K | 0.08% | 204 |
|
|
2023
Q1 | $444K | Buy |
1,801
+369
| +26% | +$90.9K | 0.09% | 195 |
|
|
2022
Q4 | $355K | Buy |
1,432
+176
| +14% | +$43.7K | 0.08% | 219 |
|
|
2022
Q3 | $271K | Buy |
1,256
+24
| +2% | +$5.18K | 0.07% | 260 |
|
|
2022
Q2 | $314K | Buy |
1,232
+107
| +10% | +$27.3K | 0.08% | 237 |
|
|
2022
Q1 | $306K | Buy |
1,125
+196
| +21% | +$53.3K | 0.07% | 271 |
|
|
2021
Q4 | $344K | Buy |
+929
| New | +$344K | 0.08% | 262 |
|