DIA
Davidson Investment Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-116,027
| Closed | -$12.3M | – | 120 |
|
|
2024
Q2 | $12.3M | Buy |
116,027
+2,314
| +2% | +$246K | 0.64% | 70 |
|
|
2024
Q1 | $17.5M | Buy |
113,713
+40,062
| +54% | +$6.18M | 0.91% | 45 |
|
|
2023
Q4 | $10.8M | Sell |
73,651
-827
| -1% | -$121K | 0.62% | 71 |
|
|
2023
Q3 | $10.8M | Buy |
74,478
+1,108
| +2% | +$160K | 0.69% | 69 |
|
|
2023
Q2 | $14.4M | Buy |
+73,370
| New | +$14.4M | 0.91% | 54 |
|