Dorchester 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $403K | Buy |
5,380
+504
| +10% | +$37.8K | 0.08% | 105 |
|
|
2024
Q3 | $486K | Sell |
4,876
-4,476
| -48% | -$446K | 0.09% | 100 |
|
|
2024
Q2 | $995K | Sell |
9,352
-170
| -2% | -$18.1K | 0.19% | 74 |
|
|
2024
Q1 | $1.47M | Buy |
9,522
+1,780
| +23% | +$274K | 0.26% | 62 |
|
|
2023
Q4 | $1.13M | Sell |
7,742
-1,350
| -15% | -$197K | 0.21% | 71 |
|
|
2023
Q3 | $1.31M | Buy |
9,092
+570
| +7% | +$82.4K | 0.27% | 62 |
|
|
2023
Q2 | $1.67M | Buy |
8,522
+975
| +13% | +$191K | 0.34% | 55 |
|
|
2023
Q1 | $1.86M | Buy |
7,547
+183
| +2% | +$45.1K | 0.38% | 57 |
|
|
2022
Q4 | $1.83M | Buy |
7,364
+987
| +15% | +$245K | 0.43% | 52 |
|
|
2022
Q3 | $1.38M | Buy |
6,377
+2,050
| +47% | +$443K | 0.3% | 63 |
|
|
2022
Q2 | $1.1M | Buy |
+4,327
| New | +$1.1M | 0.22% | 72 |
|