9258 Wealth Management’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$343K Sell
2024
Q2
$385K Buy
2024
Q1
$511K Buy
2023
Q4
$445K Buy
2023
Q3
$276K Sell
2023
Q2
$419K Buy
2023
Q1
$444K Buy
2022
Q4
$355K Buy
2022
Q3
$271K Buy
2022
Q2
$314K Buy
2022
Q1
$306K Buy
2021
Q4
$344K Buy