Boston Financial Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $424K | Hold |
5,657
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $564K | Sell |
5,657
-1,051
| -16% | -$105K | 0.02% | 229 |
|
|
2024
Q2 | $714K | Sell |
6,708
-475
| -7% | -$50.5K | 0.02% | 216 |
|
|
2024
Q1 | $1.11M | Sell |
7,183
-55
| -0.8% | -$8.48K | 0.04% | 189 |
|
|
2023
Q4 | $1.06M | Sell |
7,238
-378
| -5% | -$55.3K | 0.04% | 186 |
|
|
2023
Q3 | $1.1M | Sell |
7,616
-1,112
| -13% | -$161K | 0.04% | 170 |
|
|
2023
Q2 | $1.71M | Buy |
8,728
+1,055
| +14% | +$207K | 0.06% | 150 |
|
|
2023
Q1 | $1.89M | Sell |
7,673
-7
| -0.1% | -$1.73K | 0.07% | 143 |
|
|
2022
Q4 | $1.91M | Buy |
7,680
+1,095
| +17% | +$272K | 0.08% | 137 |
|
|
2022
Q3 | $1.42M | Buy |
+6,585
| New | +$1.42M | 0.06% | 147 |
|
|
2017
Q2 | – | Sell |
-2,373
| Closed | -$201K | – | 275 |
|
|
2017
Q1 | $201K | Buy |
+2,373
| New | +$201K | 0.02% | 265 |
|
|
2016
Q4 | – | Sell |
-2,263
| Closed | -$200K | – | 281 |
|
|
2016
Q3 | $200K | Hold |
2,263
| – | – | 0.02% | 246 |
|
|
2016
Q2 | $206K | Hold |
2,263
| – | – | 0.02% | 236 |
|
|
2016
Q1 | $213K | Buy |
+2,263
| New | +$213K | 0.03% | 169 |
|
|
2015
Q3 | – | Sell |
-2,323
| Closed | -$201K | – | 194 |
|
|
2015
Q2 | $201K | Buy |
+2,323
| New | +$201K | 0.03% | 195 |
|