Chicago Partners Investment Group’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 | – | Sell |
-3,480
| Closed | -$206K | – | 1105 |
|
|
2025
Q1 | $206K | Buy |
+3,480
| New | +$206K | 0.01% | 857 |
|
|
2024
Q2 | – | Sell |
-1,615
| Closed | -$241K | – | 751 |
|
|
2024
Q1 | $241K | Sell |
1,615
-207
| -11% | -$30.8K | 0.01% | 636 |
|
|
2023
Q4 | $230K | Buy |
+1,822
| New | +$230K | 0.01% | 611 |
|
|
2023
Q3 | – | Sell |
-1,252
| Closed | -$216K | – | 673 |
|
|
2023
Q2 | $216K | Sell |
1,252
-128
| -9% | -$22.1K | 0.01% | 616 |
|
|
2023
Q1 | $350K | Buy |
1,380
+36
| +3% | +$9.13K | 0.02% | 472 |
|
|
2022
Q4 | $351K | Sell |
1,344
-30
| -2% | -$7.83K | 0.02% | 450 |
|
|
2022
Q3 | $283K | Buy |
1,374
+204
| +17% | +$42K | 0.02% | 449 |
|
|
2022
Q2 | $320K | Buy |
1,170
+29
| +3% | +$7.93K | 0.02% | 424 |
|
|
2022
Q1 | $261K | Buy |
1,141
+7
| +0.6% | +$1.6K | 0.02% | 443 |
|
|
2021
Q4 | $345K | Buy |
1,134
+8
| +0.7% | +$2.43K | 0.02% | 409 |
|
|
2021
Q3 | $388K | Buy |
1,126
+54
| +5% | +$18.6K | 0.03% | 386 |
|
|
2021
Q2 | $357K | Buy |
1,072
+31
| +3% | +$10.3K | 0.03% | 391 |
|
|
2021
Q1 | $329K | Buy |
1,041
+231
| +29% | +$73K | 0.03% | 377 |
|
|
2020
Q4 | $202K | Buy |
+810
| New | +$202K | 0.02% | 441 |
|
|
2018
Q4 | – | Sell |
-228
| Closed | -$29K | – | 494 |
|
|
2018
Q3 | $29K | Buy |
228
+1
| +0.4% | +$127 | ﹤0.01% | 611 |
|
|
2018
Q2 | $32K | Buy |
227
+96
| +73% | +$13.5K | 0.01% | 566 |
|
|
2018
Q1 | $20K | Sell |
131
-90
| -41% | -$13.7K | ﹤0.01% | 631 |
|
|
2017
Q4 | $28K | Sell |
221
-3
| -1% | -$380 | ﹤0.01% | 556 |
|
|
2017
Q3 | $24K | Sell |
224
-152
| -40% | -$16.3K | ﹤0.01% | 580 |
|
|
2017
Q2 | $32K | Buy |
+376
| New | +$32K | 0.01% | 453 |
|
|
2015
Q1 | – | Sell |
-70
| Closed | -$5K | – | 498 |
|
|
2014
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 450 |
|