BOK Financial Private Wealth’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.4K | Hold |
326
| – | – | ﹤0.01% | 309 |
|
|
2025
Q4 | $34.1K | Sell |
326
-38
| -10% | -$3.69K | ﹤0.01% | 319 |
|
|
2025
Q3 | $32.1K | Hold |
364
| – | – | ﹤0.01% | 278 |
|
|
2025
Q2 | $29.4K | Sell |
364
-1,176
| -76% | -$75.7K | ﹤0.01% | 289 |
|
|
2025
Q1 | $102K | Sell |
1,540
-8
| -0.5% | -$579 | 0.01% | 209 |
|
|
2024
Q4 | $116K | Sell |
1,548
-39
| -2% | -$3.08K | 0.01% | 196 |
|
|
2024
Q3 | $158K | Hold |
1,587
| – | – | 0.01% | 180 |
|
|
2024
Q2 | $169K | Hold |
1,587
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $245K | Buy |
1,587
+38
| +2% | +$5.39K | 0.02% | 163 |
|
|
2023
Q4 | $227K | Buy |
1,549
+123
| +9% | +$16.3K | 0.02% | 158 |
|
|
2023
Q3 | $206K | Sell |
1,426
-30
| -2% | -$5K | 0.02% | 155 |
|
|
2023
Q2 | $286K | Sell |
1,456
-826
| -36% | -$175K | 0.02% | 144 |
|
|
2023
Q1 | $562K | Hold |
2,282
| – | – | 0.05% | 125 |
|
|
2022
Q4 | $566K | Sell |
2,282
-92
| -4% | -$20.5K | 0.05% | 123 |
|
|
2022
Q3 | $513K | Hold |
2,374
| – | – | 0.05% | 127 |
|
|
2022
Q2 | $605K | Sell |
2,374
-1,347
| -36% | -$342K | 0.05% | 121 |
|
|
2022
Q1 | $1.01M | Sell |
3,721
-260
| -7% | -$78.2K | 0.07% | 131 |
|
|
2021
Q4 | $1.47M | Buy |
3,981
+144
| +4% | +$48.9K | 0.1% | 111 |
|
|
2021
Q3 | $1.15M | Sell |
3,837
-6
| -0.2% | -$1.96K | 0.09% | 105 |
|
|
2021
Q2 | $1.22M | Buy |
3,843
+134
| +4% | +$40.6K | 0.1% | 99 |
|
|
2021
Q1 | $1.08M | Buy |
3,709
+90
| +2% | +$24.6K | 0.1% | 97 |
|
|
2020
Q4 | $963K | Sell |
3,619
-160
| -4% | -$38.5K | 0.09% | 97 |
|
|
2020
Q3 | $825K | Sell |
3,779
-238
| -6% | -$49K | 0.09% | 102 |
|
|
2020
Q2 | $758K | Sell |
4,017
-110
| -3% | -$19.7K | 0.08% | 107 |
|
|
2020
Q1 | $658K | Sell |
4,127
-1,281
| -24% | -$247K | 0.08% | 115 |
|
|
2019
Q4 | $1.12M | Buy |
+5,408
| New | +$1.05M | 0.09% | 98 |
|
Other funds holding EL
VCM
VPM
IFP