Circle Wealth Management’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 | $415K | Buy |
5,136
+64
| +1% | +$5.17K | 0.01% | 177 |
|
|
2025
Q1 | $335K | Buy |
+5,072
| New | +$335K | 0.01% | 188 |
|
|
2021
Q1 | – | Sell |
-949
| Closed | -$253K | – | 176 |
|
|
2020
Q4 | $253K | Sell |
949
-163
| -15% | -$43.5K | 0.04% | 206 |
|
|
2020
Q3 | $243K | Sell |
1,112
-53
| -5% | -$11.6K | 0.04% | 179 |
|
|
2020
Q2 | $220K | Buy |
+1,165
| New | +$220K | 0.04% | 181 |
|
|
2020
Q1 | – | Sell |
-1,218
| Closed | -$252K | – | 201 |
|
|
2019
Q4 | $252K | Buy |
+1,218
| New | +$252K | 0.04% | 152 |
|