B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $851K | Buy |
11,354
+1,062
| +10% | +$79.6K | 0.03% | 507 |
|
|
2024
Q3 | $1M | Buy |
+10,292
| New | +$1M | 0.03% | 496 |
|
|
2024
Q2 | – | Sell |
-20,949
| Closed | -$3.03M | – | 1447 |
|
|
2024
Q1 | $3.03M | Buy |
20,949
+16,917
| +420% | +$2.45M | 0.08% | 239 |
|
|
2023
Q4 | $590K | Sell |
4,032
-16,917
| -81% | -$2.47M | 0.02% | 733 |
|
|
2023
Q3 | $3.03M | Sell |
20,949
-13
| -0.1% | -$1.88K | 0.08% | 239 |
|
|
2023
Q2 | $4.12M | Buy |
20,962
+571
| +3% | +$112K | 0.09% | 223 |
|
|
2023
Q1 | $5.03M | Buy |
20,391
+12,693
| +165% | +$3.13M | 0.13% | 173 |
|
|
2022
Q4 | $1.91M | Buy |
7,698
+4,389
| +133% | +$1.09M | 0.05% | 346 |
|
|
2022
Q3 | $715K | Sell |
3,309
-91
| -3% | -$19.7K | 0.02% | 625 |
|
|
2022
Q2 | $867K | Sell |
3,400
-163
| -5% | -$41.6K | 0.04% | 464 |
|
|
2022
Q1 | $971K | Sell |
3,563
-2,630
| -42% | -$717K | 0.03% | 504 |
|
|
2021
Q4 | $2.29M | Buy |
6,193
+2,459
| +66% | +$910K | 0.07% | 321 |
|
|
2021
Q3 | $1.12M | Buy |
3,734
+1,416
| +61% | +$425K | 0.04% | 481 |
|
|
2021
Q2 | $737K | Sell |
2,318
-2,224
| -49% | -$707K | 0.02% | 620 |
|
|
2021
Q1 | $1.32M | Buy |
4,542
+809
| +22% | +$235K | 0.05% | 410 |
|
|
2020
Q4 | $995K | Sell |
3,733
-1,852
| -33% | -$494K | 0.05% | 331 |
|
|
2020
Q3 | $1.15M | Buy |
5,585
+2,560
| +85% | +$529K | 0.06% | 289 |
|
|
2020
Q2 | $572K | Sell |
3,025
-2,370
| -44% | -$448K | 0.04% | 408 |
|
|
2020
Q1 | $861K | Sell |
5,395
-1,084
| -17% | -$173K | 0.07% | 262 |
|
|
2019
Q4 | $1.34M | Buy |
6,479
+229
| +4% | +$47.3K | 0.11% | 201 |
|
|
2019
Q3 | $1.24M | Buy |
6,250
+2,089
| +50% | +$416K | 0.12% | 194 |
|
|
2019
Q2 | $762K | Buy |
4,161
+39
| +0.9% | +$7.14K | 0.08% | 250 |
|
|
2019
Q1 | $682K | Buy |
4,122
+278
| +7% | +$46K | 0.09% | 254 |
|
|
2018
Q4 | $500K | Buy |
3,844
+69
| +2% | +$8.98K | 0.07% | 298 |
|
|
2018
Q3 | $550K | Sell |
3,775
-113
| -3% | -$16.5K | 0.07% | 324 |
|
|
2018
Q2 | $556K | Buy |
3,888
+392
| +11% | +$56.1K | 0.07% | 296 |
|
|
2018
Q1 | $524K | Buy |
3,496
+1,755
| +101% | +$263K | 0.07% | 298 |
|
|
2017
Q4 | $223K | Buy |
+1,741
| New | +$223K | 0.03% | 545 |
|
|
2015
Q1 | – | Sell |
-37
| Closed | -$3 | – | 959 |
|
|
2014
Q4 | $3 | Buy |
+37
| New | +$3 | ﹤0.01% | 3291 |
|
|
2014
Q3 | – | Sell |
-20
| Closed | -$1.49K | – | 989 |
|
|
2014
Q2 | $1.49K | Buy |
+20
| New | +$1.49K | ﹤0.01% | 2264 |
|