Avion Wealth’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 | $3K | Sell |
44
-148
| -77% | -$10.1K | ﹤0.01% | 714 |
|
|
2025
Q1 | $14K | Hold |
192
| – | – | ﹤0.01% | 332 |
|
|
2024
Q4 | $14K | Buy |
192
+5
| +3% | +$365 | ﹤0.01% | 332 |
|
|
2024
Q3 | $18K | Sell |
187
-5
| -3% | -$481 | ﹤0.01% | 274 |
|
|
2024
Q2 | $20K | Sell |
192
-7
| -4% | -$729 | 0.01% | 229 |
|
|
2024
Q1 | $31K | Buy |
199
+14
| +8% | +$2.18K | 0.01% | 191 |
|
|
2023
Q4 | $27K | Buy |
185
+4
| +2% | +$584 | 0.01% | 192 |
|
|
2023
Q3 | $26K | Buy |
181
+3
| +2% | +$431 | 0.01% | 192 |
|
|
2023
Q2 | $34K | Buy |
178
+6
| +3% | +$1.15K | 0.01% | 183 |
|
|
2023
Q1 | $42K | Hold |
172
| – | – | 0.01% | 155 |
|
|
2022
Q4 | $37K | Hold |
172
| – | – | 0.01% | 162 |
|
|
2022
Q3 | $37K | Hold |
172
| – | – | 0.01% | 162 |
|
|
2022
Q2 | $44K | Hold |
172
| – | – | 0.01% | 151 |
|
|
2022
Q1 | $47K | Hold |
172
| – | – | 0.01% | 138 |
|
|
2021
Q4 | $64K | Hold |
172
| – | – | 0.02% | 112 |
|
|
2021
Q3 | $52K | Hold |
172
| – | – | 0.02% | 125 |
|
|
2021
Q2 | $55K | Sell |
172
-58
| -25% | -$18.5K | 0.02% | 124 |
|
|
2021
Q1 | $67K | Sell |
230
-304
| -57% | -$88.6K | 0.02% | 104 |
|
|
2020
Q4 | $142K | Buy |
534
+362
| +210% | +$96.3K | 0.04% | 51 |
|
|
2020
Q3 | $38K | Hold |
172
| – | – | 0.01% | 101 |
|
|
2020
Q2 | $32K | Hold |
172
| – | – | 0.01% | 109 |
|
|
2020
Q1 | $27K | Buy |
+172
| New | +$27K | 0.01% | 111 |
|