Clearstead Advisors’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 | $323K | Buy |
3,992
+537
| +16% | +$43.4K | ﹤0.01% | 735 |
|
|
2025
Q1 | $228K | Hold |
3,455
| – | – | ﹤0.01% | 791 |
|
|
2024
Q4 | $259K | Sell |
3,455
-753
| -18% | -$56.5K | ﹤0.01% | 773 |
|
|
2024
Q3 | $419K | Sell |
4,208
-100
| -2% | -$9.97K | 0.01% | 613 |
|
|
2024
Q2 | $458K | Buy |
4,308
+229
| +6% | +$24.4K | 0.01% | 557 |
|
|
2024
Q1 | $549K | Buy |
4,079
+1,523
| +60% | +$205K | 0.03% | 303 |
|
|
2023
Q4 | $374K | Sell |
2,556
-2,384
| -48% | -$349K | 0.02% | 359 |
|
|
2023
Q3 | $714K | Buy |
4,940
+2,460
| +99% | +$356K | 0.02% | 354 |
|
|
2023
Q2 | $487K | Sell |
2,480
-555
| -18% | -$109K | 0.03% | 294 |
|
|
2023
Q1 | $748K | Buy |
3,035
+652
| +27% | +$161K | 0.05% | 205 |
|
|
2022
Q4 | $591K | Sell |
2,383
-42
| -2% | -$10.4K | 0.05% | 230 |
|
|
2022
Q3 | $524K | Buy |
2,425
+6
| +0.2% | +$1.3K | 0.05% | 216 |
|
|
2022
Q2 | $616K | Buy |
2,419
+215
| +10% | +$54.8K | 0.05% | 223 |
|
|
2022
Q1 | $600K | Buy |
2,204
+167
| +8% | +$45.5K | 0.04% | 242 |
|
|
2021
Q4 | $754K | Buy |
2,037
+386
| +23% | +$143K | 0.05% | 207 |
|
|
2021
Q3 | $495K | Sell |
1,651
-5
| -0.3% | -$1.5K | 0.04% | 238 |
|
|
2021
Q2 | $527K | Buy |
1,656
+13
| +0.8% | +$4.14K | 0.04% | 221 |
|
|
2021
Q1 | $478K | Hold |
1,643
| – | – | 0.04% | 220 |
|
|
2020
Q4 | $437K | Sell |
1,643
-100
| -6% | -$26.6K | 0.04% | 217 |
|
|
2020
Q3 | $380K | Hold |
1,743
| – | – | 0.04% | 214 |
|
|
2020
Q2 | $329K | Hold |
1,743
| – | – | 0.04% | 213 |
|
|
2020
Q1 | $278K | Sell |
1,743
-650
| -27% | -$104K | 0.04% | 202 |
|
|
2019
Q4 | $494K | Buy |
2,393
+650
| +37% | +$134K | 0.06% | 179 |
|
|
2019
Q3 | $347K | Hold |
1,743
| – | – | 0.05% | 203 |
|
|
2019
Q2 | $319K | Hold |
1,743
| – | – | 0.04% | 211 |
|
|
2019
Q1 | $289K | Hold |
1,743
| – | – | 0.04% | 216 |
|
|
2018
Q4 | $227K | Hold |
1,743
| – | – | 0.04% | 227 |
|
|
2018
Q3 | $253K | Sell |
1,743
-275
| -14% | -$39.9K | 0.03% | 205 |
|
|
2018
Q2 | $288K | Sell |
2,018
-200
| -9% | -$28.5K | 0.04% | 194 |
|
|
2018
Q1 | $332K | Buy |
+2,218
| New | +$332K | 0.05% | 173 |
|