Cove Private Wealth’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 | $212K | Buy |
+2,625
| New | +$212K | 0.07% | 152 |
|
|
2025
Q1 | – | Sell |
-4,336
| Closed | -$325K | – | 122 |
|
|
2024
Q4 | $325K | Buy |
4,336
+1,711
| +65% | +$128K | 0.2% | 87 |
|
|
2024
Q3 | $262K | Buy |
2,625
+175
| +7% | +$17.4K | 0.2% | 72 |
|
|
2024
Q2 | $261K | Hold |
2,450
| – | – | 0.21% | 72 |
|
|
2024
Q1 | $378K | Hold |
2,450
| – | – | 0.32% | 61 |
|
|
2023
Q4 | $358K | Buy |
+2,450
| New | +$358K | 0.34% | 62 |
|