Avantax Advisory Services’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 | $1.5M | Buy |
18,532
+6,387
| +53% | +$516K | 0.01% | 941 |
|
|
2025
Q1 | $802K | Buy |
+12,145
| New | +$802K | ﹤0.01% | 1203 |
|
|
2024
Q4 | – | Sell |
-2,687
| Closed | -$268K | – | 2205 |
|
|
2024
Q3 | $268K | Sell |
2,687
-11,622
| -81% | -$1.16M | ﹤0.01% | 1836 |
|
|
2024
Q2 | $1.52M | Buy |
14,309
+10,666
| +293% | +$1.13M | 0.01% | 773 |
|
|
2024
Q1 | $562K | Buy |
3,643
+160
| +5% | +$24.7K | 0.01% | 982 |
|
|
2023
Q4 | $509K | Sell |
3,483
-700
| -17% | -$102K | 0.01% | 969 |
|
|
2023
Q3 | $605K | Buy |
4,183
+1,135
| +37% | +$164K | 0.01% | 868 |
|
|
2023
Q2 | $598K | Buy |
3,048
+142
| +5% | +$27.9K | 0.01% | 879 |
|
|
2023
Q1 | $716K | Buy |
2,906
+154
| +6% | +$38K | 0.01% | 779 |
|
|
2022
Q4 | $683K | Buy |
2,752
+347
| +14% | +$86.1K | 0.01% | 748 |
|
|
2022
Q3 | $519K | Buy |
2,405
+73
| +3% | +$15.8K | 0.01% | 758 |
|
|
2022
Q2 | $594K | Sell |
2,332
-96
| -4% | -$24.5K | 0.01% | 712 |
|
|
2022
Q1 | $660K | Buy |
2,428
+10
| +0.4% | +$2.72K | 0.01% | 684 |
|
|
2021
Q4 | $895K | Buy |
2,418
+207
| +9% | +$76.6K | 0.01% | 555 |
|
|
2021
Q3 | $662K | Sell |
2,211
-16
| -0.7% | -$4.79K | 0.01% | 618 |
|
|
2021
Q2 | $708K | Buy |
2,227
+40
| +2% | +$12.7K | 0.01% | 570 |
|
|
2021
Q1 | $636K | Buy |
2,187
+1,253
| +134% | +$364K | 0.01% | 550 |
|
|
2020
Q4 | $248K | Sell |
934
-257
| -22% | -$68.2K | 0.01% | 808 |
|
|
2020
Q3 | $260K | Buy |
+1,191
| New | +$260K | ﹤0.01% | 1096 |
|