BWM
BigSur Wealth Management’s Establishment Labs ESTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Hold |
19,982
| – | – | 0.22% | 89 |
|
|
2025
Q1 | $815K | Sell |
19,982
-12,000
| -38% | -$490K | 0.22% | 90 |
|
|
2024
Q4 | $1.47M | Hold |
31,982
| – | – | 0.42% | 63 |
|
|
2024
Q3 | $1.38M | Buy |
31,982
+3,000
| +10% | +$130K | 0.38% | 70 |
|
|
2024
Q2 | $1.32M | Sell |
28,982
-1
| -0% | -$45 | 0.4% | 70 |
|
|
2024
Q1 | $1.48M | Sell |
28,983
-5,050
| -15% | -$257K | 0.46% | 62 |
|
|
2023
Q4 | $881K | Sell |
34,033
-12,940
| -28% | -$335K | 0.42% | 64 |
|
|
2023
Q3 | $2.3M | Hold |
46,973
| – | – | 1.16% | 23 |
|
|
2023
Q2 | $3.22M | Sell |
46,973
-11,970
| -20% | -$821K | 1.54% | 12 |
|
|
2023
Q1 | $3.99M | Hold |
58,943
| – | – | 1.87% | 10 |
|
|
2022
Q4 | $3.87M | Hold |
58,943
| – | – | 1.86% | 9 |
|
|
2022
Q3 | $3.22M | Hold |
58,943
| – | – | 1.63% | 13 |
|
|
2022
Q2 | $3.21M | Sell |
58,943
-14,000
| -19% | -$761K | 1.51% | 14 |
|
|
2022
Q1 | $4.92M | Sell |
72,943
-5,000
| -6% | -$337K | 1.92% | 11 |
|
|
2021
Q4 | $5.27M | Hold |
77,943
| – | – | 2.06% | 8 |
|
|
2021
Q3 | $5.58M | Buy |
77,943
+5,000
| +7% | +$358K | 2.51% | 5 |
|
|
2021
Q2 | $6.37M | Hold |
72,943
| – | – | 2.88% | 6 |
|
|
2021
Q1 | $4.56M | Sell |
72,943
-35,000
| -32% | -$2.19M | 2.34% | 7 |
|
|
2020
Q4 | $4.06M | Hold |
107,943
| – | – | 2.29% | 7 |
|
|
2020
Q3 | $2M | Sell |
107,943
-38,821
| -26% | -$719K | 1.27% | 22 |
|
|
2020
Q2 | $2.74M | Sell |
146,764
-3,686
| -2% | -$68.9K | 1.96% | 11 |
|
|
2020
Q1 | $2.17M | Sell |
150,450
-842
| -0.6% | -$12.2K | 1.63% | 13 |
|
|
2019
Q4 | $4.19M | Buy |
+151,292
| New | +$4.19M | 2.36% | 7 |
|