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Belpointe Asset Management’s Estee Lauder EL Stock Holding History

Belpointe Asset Management’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,773
Closed -$256K – 715
2023
Q3 		$256K Buy
1,773
+106
+6% +$17.7K 0.03% 530
2023
Q2 		$327K Sell
1,667
-572
-26% -$121K 0.03% 420
2023
Q1 		$552K Buy
2,239
+403
+22% +$102K 0.03% 525
2022
Q4 		$455K Sell
1,836
-438
-19% -$97.8K 0.03% 578
2022
Q3 		$491K Buy
2,274
+505
+29% +$129K 0.03% 512
2022
Q2 		$451K Buy
1,769
+73
+4% +$18.5K 0.03% 530
2022
Q1 		$461K Buy
1,696
+58
+4% +$17.5K 0.03% 563
2021
Q4 		$607K Buy
1,638
+78
+5% +$26.5K 0.04% 460
2021
Q3 		$468K Buy
1,560
+99
+7% +$32.3K 0.03% 529
2021
Q2 		$465K Buy
1,461
+737
+102% +$223K 0.03% 520
2021
Q1 		$211K Sell
724
-409
-36% -$112K 0.02% 731
2020
Q4 		$302K Sell
1,133
-84
-7% -$20.2K 0.03% 553
2020
Q3 		$266K Buy
1,217
+96
+9% +$19.8K 0.03% 475
2020
Q2 		$211K Buy
1,121
+82
+8% +$14.7K 0.03% 511
2020
Q1 		$166K Buy
1,039
+427
+70% +$82.4K 0.03% 467
2019
Q4 		$127K Buy
+612
New +$119K 0.02% 690
2019
Q3 		– Sell
-2,836
Closed -$519K – 685
2019
Q2 		$519K Sell
2,836
-105
-4% -$17.9K 0.1% 220
2019
Q1 		$486K Buy
+2,941
New +$432K 0.09% 169

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