Avior Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-60
| Closed | -$4.5K | – | 1204 |
|
|
2024
Q4 | $4.5K | Sell |
60
-30
| -33% | -$2.37K | ﹤0.01% | 1890 |
|
|
2024
Q3 | $8.97K | Buy |
90
+25
| +38% | +$2.37K | ﹤0.01% | 1596 |
|
|
2024
Q2 | $6.92K | Sell |
65
-86
| -57% | -$11.3K | ﹤0.01% | 1626 |
|
|
2024
Q1 | $23.3K | Buy |
151
+115
| +319% | +$16.3K | ﹤0.01% | 1536 |
|
|
2023
Q4 | $5.26K | Hold |
36
| – | – | ﹤0.01% | 1128 |
|
|
2023
Q3 | $5.2K | Buy |
36
+26
| +260% | +$4.33K | ﹤0.01% | 1181 |
|
|
2023
Q2 | $1.96K | Hold |
10
| – | – | ﹤0.01% | 1353 |
|
|
2023
Q1 | $2.46K | Hold |
10
| – | – | ﹤0.01% | 1371 |
|
|
2022
Q4 | $2.48K | Hold |
10
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1022 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 938 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 978 |
|
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 934 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 935 |
|
|
2021
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 861 |
|
|
2021
Q1 | $2K | Sell |
10
-24
| -71% | -$6.57K | ﹤0.01% | 906 |
|
|
2020
Q4 | $9K | Buy |
34
+24
| +240% | +$5.77K | ﹤0.01% | 722 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 821 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 839 |
|
|
2020
Q1 | $1K | Sell |
10
-37
| -79% | -$7.14K | ﹤0.01% | 718 |
|
|
2019
Q4 | $9K | Buy |
47
+37
| +370% | +$7.19K | ﹤0.01% | 606 |
|
|
2019
Q3 | $1K | Buy |
+10
| New | +$1.91K | ﹤0.01% | 711 |
|
|
2019
Q2 | – | Sell |
-85
| Closed | -$14K | – | 844 |
|
|
2019
Q1 | $14K | Buy |
+85
| New | +$12.5K | ﹤0.01% | 513 |
|
|
2018
Q3 | – | Sell |
-1,052
| Closed | -$150K | – | 742 |
|
|
2018
Q2 | $150K | Buy |
+1,052
| New | +$156K | 0.03% | 392 |
|
Other funds holding EL
IFP
