Caldwell Trust’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-90
|
|
||||
|
2025
Q1 | $5.94K | Buy |
+90
|
|
||||
|
2023
Q3 | – | Sell |
-40
|
|
||||
|
2023
Q2 | $7.86K | Sell |
40
-142
|
|
||||
|
2023
Q1 | $44.9K | Buy |
182
+142
|
|
||||
|
2022
Q4 | $9.92K | Hold |
40
|
|
||||
|
2022
Q3 | $8.64K | Hold |
40
|
|
||||
|
2022
Q2 | $10.2K | Hold |
40
|
|
||||
|
2022
Q1 | $10.9K | Sell |
40
-6
|
|
||||
|
2021
Q4 | $17K | Buy |
46
+6
|
|
||||
|
2021
Q3 | $12K | Buy |
+40
|
|