Carson Wealth (CWM LLC)’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
6,204
-401
| -6% | -$32.4K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $436K | Buy |
6,605
+1,200
| +22% | +$79.2K | ﹤0.01% | 1503 |
|
|
2024
Q4 | $405K | Buy |
5,405
+475
| +10% | +$35.6K | ﹤0.01% | 1467 |
|
|
2024
Q3 | $491K | Buy |
4,930
+1,099
| +29% | +$109K | ﹤0.01% | 1319 |
|
|
2024
Q2 | $408K | Sell |
3,831
-495
| -11% | -$52.7K | ﹤0.01% | 1272 |
|
|
2024
Q1 | $667K | Buy |
4,326
+781
| +22% | +$120K | ﹤0.01% | 1016 |
|
|
2023
Q4 | $518K | Sell |
3,545
-468
| -12% | -$68.4K | ﹤0.01% | 1048 |
|
|
2023
Q3 | $580K | Buy |
4,013
+1,509
| +60% | +$218K | ﹤0.01% | 933 |
|
|
2023
Q2 | $492K | Sell |
2,504
-985
| -28% | -$194K | ﹤0.01% | 943 |
|
|
2023
Q1 | $860K | Buy |
3,489
+266
| +8% | +$65.6K | 0.01% | 703 |
|
|
2022
Q4 | $800K | Buy |
3,223
+20
| +0.6% | +$4.96K | 0.01% | 673 |
|
|
2022
Q3 | $692K | Buy |
3,203
+355
| +12% | +$76.7K | 0.01% | 659 |
|
|
2022
Q2 | $725K | Buy |
2,848
+1,055
| +59% | +$269K | 0.01% | 642 |
|
|
2022
Q1 | $488K | Buy |
1,793
+222
| +14% | +$60.4K | ﹤0.01% | 737 |
|
|
2021
Q4 | $582K | Buy |
+1,571
| New | +$582K | ﹤0.01% | 686 |
|
|
2021
Q2 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 717 |
|
|
2021
Q1 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 717 |
|
|
2020
Q4 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 717 |
|
|
2020
Q3 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 717 |
|
|
2020
Q2 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 717 |
|
|
2020
Q1 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 717 |
|
|
2019
Q4 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 717 |
|
|
2019
Q3 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 717 |
|
|
2019
Q2 | $396K | Hold |
1,244
| – | – | ﹤0.01% | 717 |
|
|
2019
Q1 | $396K | Buy |
1,244
+733
| +143% | +$233K | ﹤0.01% | 717 |
|
|
2018
Q4 | $66K | Buy |
511
+341
| +201% | +$44K | ﹤0.01% | 810 |
|
|
2018
Q3 | $25K | Sell |
170
-6
| -3% | -$882 | ﹤0.01% | 901 |
|
|
2018
Q2 | $25K | Buy |
176
+12
| +7% | +$1.71K | ﹤0.01% | 787 |
|
|
2018
Q1 | $25K | Buy |
164
+29
| +21% | +$4.42K | ﹤0.01% | 669 |
|
|
2017
Q4 | $17K | Hold |
135
| – | – | ﹤0.01% | 730 |
|
|
2017
Q3 | $15K | Buy |
+135
| New | +$15K | ﹤0.01% | 779 |
|
|
2016
Q1 | – | Sell |
-21
| Closed | -$2K | – | 768 |
|
|
2015
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 593 |
|