Annis Gardner Whiting Capital Advisors’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 | – | Sell |
-500
| Closed | -$33K | – | 1339 |
|
|
2025
Q1 | $33K | Buy |
500
+461
| +1,182% | +$30.4K | 0.01% | 393 |
|
|
2024
Q4 | $2.93K | Buy |
+39
| New | +$2.93K | ﹤0.01% | 658 |
|
|
2024
Q3 | – | Sell |
-433
| Closed | -$46.1K | – | 804 |
|
|
2024
Q2 | $46.1K | Sell |
433
-38
| -8% | -$4.04K | 0.01% | 415 |
|
|
2024
Q1 | $72.6K | Buy |
471
+428
| +995% | +$66K | 0.03% | 335 |
|
|
2023
Q4 | $6.29K | Sell |
43
-20
| -32% | -$2.93K | ﹤0.01% | 520 |
|
|
2023
Q3 | $9.11K | Buy |
+63
| New | +$9.11K | ﹤0.01% | 474 |
|