Cabot Wealth 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
Q2 | – | Sell |
-4,532
| Closed | -$699K | – | 136 |
|
|
2024
Q1 | $699K | Buy |
4,532
+251
| +6% | +$38.7K | 0.09% | 107 |
|
|
2023
Q4 | $626K | Sell |
4,281
-457
| -10% | -$66.8K | 0.09% | 103 |
|
|
2023
Q3 | $685K | Buy |
4,738
+229
| +5% | +$33.1K | 0.11% | 100 |
|
|
2023
Q2 | $885K | Buy |
+4,509
| New | +$885K | 0.13% | 97 |
|
|
2022
Q3 | – | Sell |
-844
| Closed | -$215K | – | 150 |
|
|
2022
Q2 | $215K | Hold |
844
| – | – | 0.03% | 147 |
|
|
2022
Q1 | $230K | Hold |
844
| – | – | 0.03% | 150 |
|
|
2021
Q4 | $312K | Hold |
844
| – | – | 0.04% | 139 |
|
|
2021
Q3 | $253K | Hold |
844
| – | – | 0.03% | 143 |
|
|
2021
Q2 | $268K | Hold |
844
| – | – | 0.04% | 142 |
|
|
2021
Q1 | $245K | Buy |
+844
| New | +$245K | 0.03% | 143 |
|