Balasa Dinverno & Foltz’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.24M Buy
2022
Q2
$1.44M Sell
2022
Q1
$1.57M Sell
2021
Q4
$2.28M Buy
2021
Q3
$1.85M Buy
2021
Q2
$1.95M Sell
2021
Q1
$1.79M Buy
2020
Q4
$1.53M Sell
2020
Q3
$1.32M Sell
2020
Q2
$1.15M Sell
2020
Q1
$1.34M Sell
2019
Q4
$1.95M Sell
2019
Q3
$1.91M Buy
2019
Q2
$1.62M Buy
2019
Q1
$1.28M Buy
2018
Q4
$982K Buy
2018
Q3
$1.05M Sell
2018
Q2
$1.33M Buy
2017
Q4
Sell
2017
Q3
$537K Buy
2017
Q2
$242K Buy