AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Buy |
+82,222
| New | +$6.64M | 0.05% | 314 |
|
|
2024
Q2 | – | Sell |
-1,314
| Closed | -$203K | – | 1249 |
|
|
2024
Q1 | $203K | Sell |
1,314
-10,755
| -89% | -$1.66M | ﹤0.01% | 1094 |
|
|
2023
Q4 | $1.58M | Sell |
12,069
-46,825
| -80% | -$6.12M | 0.01% | 986 |
|
|
2023
Q3 | $8.51M | Buy |
58,894
+14,826
| +34% | +$2.14M | 0.05% | 418 |
|
|
2023
Q2 | $8.65M | Sell |
44,068
-96
| -0.2% | -$18.9K | 0.05% | 401 |
|
|
2023
Q1 | $10.9M | Buy |
44,164
+6,098
| +16% | +$1.5M | 0.07% | 327 |
|
|
2022
Q4 | $9.44M | Buy |
38,066
+22,573
| +146% | +$5.6M | 0.07% | 333 |
|
|
2022
Q3 | $3.35M | Buy |
15,493
+7,221
| +87% | +$1.56M | 0.03% | 536 |
|
|
2022
Q2 | $2.11M | Buy |
8,272
+844
| +11% | +$215K | 0.02% | 653 |
|
|
2022
Q1 | $2.02M | Sell |
7,428
-407
| -5% | -$111K | 0.01% | 698 |
|
|
2021
Q4 | $2.9M | Buy |
7,835
+911
| +13% | +$337K | 0.02% | 579 |
|
|
2021
Q3 | $2.08M | Buy |
6,924
+936
| +16% | +$281K | 0.02% | 633 |
|
|
2021
Q2 | $1.91M | Sell |
5,988
-395
| -6% | -$126K | 0.02% | 650 |
|
|
2021
Q1 | $1.86M | Buy |
6,383
+1,400
| +28% | +$407K | 0.02% | 586 |
|
|
2020
Q4 | $1.33M | Sell |
4,983
-2,632
| -35% | -$700K | 0.02% | 617 |
|
|
2020
Q3 | $1.66M | Buy |
7,615
+2,554
| +50% | +$557K | 0.02% | 480 |
|
|
2020
Q2 | $955K | Sell |
5,061
-1,382
| -21% | -$261K | 0.01% | 640 |
|
|
2020
Q1 | $1.03M | Sell |
6,443
-1,184
| -16% | -$189K | 0.02% | 476 |
|
|
2019
Q4 | $1.58M | Buy |
7,627
+1,799
| +31% | +$371K | 0.03% | 414 |
|
|
2019
Q3 | $1.16M | Buy |
5,828
+936
| +19% | +$186K | 0.03% | 409 |
|
|
2019
Q2 | $896K | Buy |
4,892
+2,942
| +151% | +$539K | 0.03% | 430 |
|
|
2019
Q1 | $323K | Buy |
+1,950
| New | +$323K | 0.02% | 437 |
|