Atlas 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 | $117K | Hold |
1,443
| – | – | 0.01% | 507 |
|
|
2025
Q1 | $95.2K | Hold |
1,443
| – | – | 0.01% | 558 |
|
|
2024
Q4 | $108K | Buy |
+1,443
| New | +$108K | 0.01% | 507 |
|
|
2024
Q3 | – | Sell |
-1,443
| Closed | -$154K | – | 924 |
|
|
2024
Q2 | $154K | Buy |
+1,443
| New | +$154K | 0.02% | 430 |
|
|
2024
Q1 | – | Sell |
-1,443
| Closed | -$211K | – | 913 |
|
|
2023
Q4 | $211K | Hold |
1,443
| – | – | 0.03% | 361 |
|
|
2023
Q3 | $209K | Hold |
1,443
| – | – | 0.03% | 348 |
|
|
2023
Q2 | $283K | Hold |
1,443
| – | – | 0.04% | 303 |
|
|
2023
Q1 | $356K | Hold |
1,443
| – | – | 0.06% | 256 |
|
|
2022
Q4 | $358K | Hold |
1,443
| – | – | 0.06% | 233 |
|
|
2022
Q3 | $312K | Hold |
1,443
| – | – | 0.06% | 260 |
|
|
2022
Q2 | $367K | Sell |
1,443
-546
| -27% | -$139K | 0.06% | 246 |
|
|
2022
Q1 | $542K | Sell |
1,989
-87
| -4% | -$23.7K | 0.08% | 207 |
|
|
2021
Q4 | $769K | Buy |
2,076
+295
| +17% | +$109K | 0.11% | 152 |
|
|
2021
Q3 | $534K | Buy |
1,781
+286
| +19% | +$85.8K | 0.09% | 193 |
|
|
2021
Q2 | $476K | Buy |
1,495
+6
| +0.4% | +$1.91K | 0.08% | 220 |
|
|
2021
Q1 | $433K | Buy |
1,489
+46
| +3% | +$13.4K | 0.08% | 222 |
|
|
2020
Q4 | $384K | Sell |
1,443
-252
| -15% | -$67.1K | 0.08% | 216 |
|
|
2020
Q3 | $370K | Hold |
1,695
| – | – | 0.09% | 221 |
|
|
2020
Q2 | $320K | Hold |
1,695
| – | – | 0.08% | 237 |
|
|
2020
Q1 | $270K | Hold |
1,695
| – | – | 0.08% | 223 |
|
|
2019
Q4 | $350K | Hold |
1,695
| – | – | 0.09% | 244 |
|
|
2019
Q3 | $337K | Hold |
1,695
| – | – | 0.1% | 243 |
|
|
2019
Q2 | $310K | Hold |
1,695
| – | – | 0.1% | 235 |
|
|
2019
Q1 | $281K | Hold |
1,695
| – | – | 0.1% | 223 |
|
|
2018
Q4 | $221K | Sell |
1,695
-934
| -36% | -$122K | 0.09% | 242 |
|
|
2018
Q3 | $377K | Hold |
2,629
| – | – | 0.13% | 208 |
|
|
2018
Q2 | $374K | Hold |
2,629
| – | – | 0.13% | 197 |
|
|
2018
Q1 | $394K | Buy |
+2,629
| New | +$394K | 0.12% | 217 |
|