Center for Financial Planning’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85K | Sell |
23
-1,257
| -98% | -$101K | ﹤0.01% | 565 |
|
|
2025
Q1 | $84.5K | Buy |
1,280
+31
| +2% | +$2.05K | 0.01% | 223 |
|
|
2024
Q4 | $93.6K | Hold |
1,249
| – | – | 0.01% | 200 |
|
|
2024
Q3 | $124K | Buy |
1,249
+22
| +2% | +$2.19K | 0.02% | 172 |
|
|
2024
Q2 | $131K | Buy |
1,227
+6
| +0.5% | +$639 | 0.02% | 163 |
|
|
2024
Q1 | $188K | Buy |
1,221
+43
| +4% | +$6.63K | 0.03% | 152 |
|
|
2023
Q4 | $172K | Hold |
1,178
| – | – | 0.03% | 148 |
|
|
2023
Q3 | $170K | Buy |
1,178
+22
| +2% | +$3.18K | 0.04% | 140 |
|
|
2023
Q2 | $227K | Hold |
1,156
| – | – | 0.05% | 128 |
|
|
2023
Q1 | $285K | Hold |
1,156
| – | – | 0.07% | 110 |
|
|
2022
Q4 | $287K | Buy |
1,156
+151
| +15% | +$37.5K | 0.07% | 107 |
|
|
2022
Q3 | $217K | Hold |
1,005
| – | – | 0.06% | 116 |
|
|
2022
Q2 | $256K | Sell |
1,005
-2
| -0.2% | -$509 | 0.07% | 110 |
|
|
2022
Q1 | $274K | Hold |
1,007
| – | – | 0.06% | 115 |
|
|
2021
Q4 | $373K | Buy |
1,007
+2
| +0.2% | +$741 | 0.08% | 96 |
|
|
2021
Q3 | $301K | Buy |
1,005
+5
| +0.5% | +$1.5K | 0.07% | 101 |
|
|
2021
Q2 | $318K | Hold |
1,000
| – | – | 0.08% | 104 |
|
|
2021
Q1 | $291K | Hold |
1,000
| – | – | 0.08% | 100 |
|
|
2020
Q4 | $266K | Hold |
1,000
| – | – | 0.08% | 100 |
|
|
2020
Q3 | $218K | Buy |
1,000
+3
| +0.3% | +$654 | 0.07% | 105 |
|
|
2020
Q2 | $188K | Buy |
997
+975
| +4,432% | +$184K | 0.07% | 112 |
|
|
2020
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 432 |
|
|
2019
Q4 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 367 |
|