Dynamic Advisor Solutions’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,807
| Closed | -$251K | – | 902 |
|
|
2025
Q1 | $251K | Buy |
+3,807
| New | +$251K | 0.01% | 760 |
|
|
2024
Q3 | – | Sell |
-2,098
| Closed | -$223K | – | 944 |
|
|
2024
Q2 | $223K | Buy |
2,098
+27
| +1% | +$2.87K | 0.01% | 849 |
|
|
2024
Q1 | $319K | Buy |
2,071
+16
| +0.8% | +$2.47K | 0.01% | 743 |
|
|
2023
Q4 | $282K | Buy |
2,055
+67
| +3% | +$9.2K | 0.01% | 738 |
|
|
2023
Q3 | $287K | Sell |
1,988
-5,916
| -75% | -$855K | 0.01% | 670 |
|
|
2023
Q2 | $1.55M | Buy |
7,904
+1,477
| +23% | +$290K | 0.08% | 258 |
|
|
2023
Q1 | $1.58M | Sell |
6,427
-73
| -1% | -$18K | 0.09% | 245 |
|
|
2022
Q4 | $1.61M | Buy |
6,500
+607
| +10% | +$151K | 0.11% | 204 |
|
|
2022
Q3 | $1.27M | Buy |
5,893
+205
| +4% | +$44.2K | 0.1% | 213 |
|
|
2022
Q2 | $1.45M | Buy |
5,688
+287
| +5% | +$73.1K | 0.11% | 199 |
|
|
2022
Q1 | $1.47M | Buy |
5,401
+908
| +20% | +$247K | 0.1% | 207 |
|
|
2021
Q4 | $1.66M | Sell |
4,493
-40
| -0.9% | -$14.8K | 0.12% | 189 |
|
|
2021
Q3 | $1.36M | Buy |
4,533
+223
| +5% | +$66.9K | 0.1% | 225 |
|
|
2021
Q2 | $1.37M | Buy |
4,310
+53
| +1% | +$16.9K | 0.11% | 219 |
|
|
2021
Q1 | $1.24M | Sell |
4,257
-305
| -7% | -$88.7K | 0.11% | 213 |
|
|
2020
Q4 | $1.21M | Buy |
4,562
+87
| +2% | +$23.2K | 0.11% | 197 |
|
|
2020
Q3 | $977K | Buy |
4,475
+3,288
| +277% | +$718K | 0.11% | 211 |
|
|
2020
Q2 | $224K | Buy |
+1,187
| New | +$224K | 0.03% | 450 |
|