Congress 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 | $552K | Buy |
+6,833
| New | +$552K | 0.01% | 892 |
|
|
2023
Q4 | – | Sell |
-37,729
| Closed | -$5.45M | – | 620 |
|
|
2023
Q3 | $5.45M | Sell |
37,729
-36,829
| -49% | -$5.32M | 0.11% | 205 |
|
|
2023
Q2 | $14.6M | Buy |
74,558
+761
| +1% | +$149K | 0.34% | 71 |
|
|
2023
Q1 | $18.2M | Buy |
73,797
+43,276
| +142% | +$10.7M | 0.44% | 49 |
|
|
2022
Q4 | $7.57M | Sell |
30,521
-1,875
| -6% | -$465K | 0.19% | 151 |
|
|
2022
Q3 | $6.99M | Buy |
32,396
+2,634
| +9% | +$569K | 0.19% | 160 |
|
|
2022
Q2 | $7.58M | Buy |
29,762
+557
| +2% | +$142K | 0.19% | 154 |
|
|
2022
Q1 | $7.96M | Buy |
29,205
+2,128
| +8% | +$580K | 0.17% | 166 |
|
|
2021
Q4 | $10M | Buy |
+27,077
| New | +$10M | 0.2% | 148 |
|