Badgley Phelps Wealth Managers’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 | $518K | Sell |
6,407
-8
| -0.1% | -$646 | 0.01% | 214 |
|
|
2025
Q1 | $423K | Buy |
6,415
+8
| +0.1% | +$528 | 0.01% | 225 |
|
|
2024
Q4 | $480K | Sell |
6,407
-52
| -0.8% | -$3.9K | 0.01% | 214 |
|
|
2024
Q3 | $644K | Sell |
6,459
-72
| -1% | -$7.18K | 0.02% | 193 |
|
|
2024
Q2 | $695K | Sell |
6,531
-530
| -8% | -$56.4K | 0.02% | 183 |
|
|
2024
Q1 | $1.09M | Sell |
7,061
-853
| -11% | -$131K | 0.03% | 163 |
|
|
2023
Q4 | $1.16M | Sell |
7,914
-40,078
| -84% | -$5.86M | 0.03% | 153 |
|
|
2023
Q3 | $6.94M | Sell |
47,992
-1,144
| -2% | -$165K | 0.24% | 100 |
|
|
2023
Q2 | $9.65M | Sell |
49,136
-1,289
| -3% | -$253K | 0.32% | 93 |
|
|
2023
Q1 | $12.4M | Buy |
50,425
+830
| +2% | +$205K | 0.46% | 75 |
|
|
2022
Q4 | $12.3M | Sell |
49,595
-867
| -2% | -$215K | 0.49% | 72 |
|
|
2022
Q3 | $10.9M | Buy |
50,462
+183
| +0.4% | +$39.5K | 0.47% | 71 |
|
|
2022
Q2 | $12.8M | Sell |
50,279
-1,459
| -3% | -$372K | 0.53% | 66 |
|
|
2022
Q1 | $14.1M | Sell |
51,738
-394
| -0.8% | -$107K | 0.49% | 69 |
|
|
2021
Q4 | $19.3M | Buy |
52,132
+1,458
| +3% | +$540K | 0.63% | 55 |
|
|
2021
Q3 | $15.2M | Buy |
+50,674
| New | +$15.2M | 0.55% | 63 |
|