Arkadios Wealth 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 | $570K | Buy |
+7,051
| New | +$570K | 0.02% | 782 |
|
|
2021
Q4 | – | Sell |
-159
| Closed | -$47K | – | 897 |
|
|
2021
Q3 | $47K | Sell |
159
-17
| -10% | -$5.03K | 0.01% | 888 |
|
|
2021
Q2 | $55K | Buy |
176
+2
| +1% | +$625 | 0.01% | 892 |
|
|
2021
Q1 | $50K | Buy |
174
+70
| +67% | +$20.1K | 0.01% | 690 |
|
|
2020
Q4 | $27K | Sell |
104
-81
| -44% | -$21K | 0.01% | 681 |
|
|
2020
Q3 | $41.5K | Sell |
185
-7
| -4% | -$1.57K | 0.02% | 447 |
|
|
2020
Q2 | $37.6K | Buy |
192
+71
| +59% | +$13.9K | 0.02% | 414 |
|
|
2020
Q1 | $19.3K | Sell |
121
-26
| -18% | -$4.14K | 0.01% | 495 |
|
|
2019
Q4 | $31.6K | Buy |
+147
| New | +$31.6K | 0.02% | 379 |
|