Carson Wealth (CWM LLC)’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 | $483K | Buy |
6,726
+283
| +4% | +$28.9K | ﹤0.01% | 2042 |
|
|
2025
Q4 | $675K | Buy |
6,443
+325
| +5% | +$31.5K | ﹤0.01% | 1735 |
|
|
2025
Q3 | $539K | Sell |
6,118
-86
| -1% | -$7.66K | ﹤0.01% | 1752 |
|
|
2025
Q2 | $501K | Sell |
6,204
-401
| -6% | -$25.8K | ﹤0.01% | 1591 |
|
|
2025
Q1 | $436K | Buy |
6,605
+1,200
| +22% | +$86.8K | ﹤0.01% | 1505 |
|
|
2024
Q4 | $405K | Buy |
5,405
+475
| +10% | +$37.5K | ﹤0.01% | 1469 |
|
|
2024
Q3 | $491K | Buy |
4,930
+1,099
| +29% | +$104K | ﹤0.01% | 1320 |
|
|
2024
Q2 | $408K | Sell |
3,831
-495
| -11% | -$64.9K | ﹤0.01% | 1273 |
|
|
2024
Q1 | $667K | Buy |
4,326
+781
| +22% | +$111K | ﹤0.01% | 1017 |
|
|
2023
Q4 | $518K | Sell |
3,545
-468
| -12% | -$62.1K | ﹤0.01% | 1049 |
|
|
2023
Q3 | $580K | Buy |
4,013
+1,509
| +60% | +$252K | ﹤0.01% | 936 |
|
|
2023
Q2 | $492K | Sell |
2,504
-985
| -28% | -$209K | ﹤0.01% | 945 |
|
|
2023
Q1 | $860K | Buy |
3,489
+266
| +8% | +$67.6K | 0.01% | 705 |
|
|
2022
Q4 | $800K | Buy |
3,223
+20
| +0.6% | +$4.47K | 0.01% | 675 |
|
|
2022
Q3 | $692K | Buy |
3,203
+355
| +12% | +$90.6K | 0.01% | 661 |
|
|
2022
Q2 | $725K | Buy |
2,848
+1,055
| +59% | +$268K | 0.01% | 644 |
|
|
2022
Q1 | $488K | Buy |
1,793
+222
| +14% | +$66.8K | ﹤0.01% | 739 |
|
|
2021
Q4 | $582K | Buy |
+1,571
| New | +$533K | ﹤0.01% | 688 |
|
|
2021
Q2 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 719 |
|
|
2021
Q1 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 719 |
|
|
2020
Q4 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 719 |
|
|
2020
Q3 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 719 |
|
|
2020
Q2 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 719 |
|
|
2020
Q1 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 719 |
|
|
2019
Q4 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 719 |
|
|
2019
Q3 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 719 |
|
|
2019
Q2 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 719 |
|
|
2019
Q1 | $396K | Buy |
1,244
+733
| +143% | +$108K | ﹤0.01% | 719 |
|
|
2018
Q4 | $66K | Buy |
511
+341
| +201% | +$46.3K | ﹤0.01% | 812 |
|
|
2018
Q3 | $25K | Sell |
170
-6
| -3% | -$833 | ﹤0.01% | 903 |
|
|
2018
Q2 | $25K | Buy |
176
+12
| +7% | +$1.78K | ﹤0.01% | 790 |
|
|
2018
Q1 | $25K | Buy |
164
+29
| +21% | +$4.02K | ﹤0.01% | 670 |
|
|
2017
Q4 | $17K | Hold |
135
| – | – | ﹤0.01% | 731 |
|
|
2017
Q3 | $15K | Buy |
+135
| New | +$13.9K | ﹤0.01% | 780 |
|
|
2016
Q1 | – | Sell |
-21
| Closed | -$2K | – | 769 |
|
|
2015
Q4 | $2K | Buy |
+21
| New | +$1.79K | ﹤0.01% | 594 |
|
Other funds holding EL
VCM
VPM
IFP