Empirical 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
Q1 | – | Sell |
-3,366
| Closed | -$492K | – | 534 |
|
|
2023
Q4 | $492K | Buy |
3,366
+66
| +2% | +$9.65K | 0.02% | 321 |
|
|
2023
Q3 | $477K | Sell |
3,300
-128
| -4% | -$18.5K | 0.02% | 309 |
|
|
2023
Q2 | $673K | Hold |
3,428
| – | – | 0.03% | 262 |
|
|
2023
Q1 | $845K | Hold |
3,428
| – | – | 0.04% | 242 |
|
|
2022
Q4 | $851K | Sell |
3,428
-131
| -4% | -$32.5K | 0.04% | 231 |
|
|
2022
Q3 | $768K | Buy |
3,559
+121
| +4% | +$26.1K | 0.04% | 225 |
|
|
2022
Q2 | $876K | Hold |
3,438
| – | – | 0.05% | 218 |
|
|
2022
Q1 | $936K | Sell |
3,438
-13
| -0.4% | -$3.54K | 0.05% | 227 |
|
|
2021
Q4 | $1.28M | Buy |
3,451
+6
| +0.2% | +$2.22K | 0.06% | 177 |
|
|
2021
Q3 | $1.03M | Sell |
3,445
-596
| -15% | -$179K | 0.06% | 186 |
|
|
2021
Q2 | $1.29M | Buy |
4,041
+157
| +4% | +$49.9K | 0.08% | 158 |
|
|
2021
Q1 | $1.13M | Hold |
3,884
| – | – | 0.09% | 142 |
|
|
2020
Q4 | $1.03M | Buy |
3,884
+7
| +0.2% | +$1.86K | 0.08% | 148 |
|
|
2020
Q3 | $846K | Buy |
+3,877
| New | +$846K | 0.07% | 154 |
|