Empirical Wealth Management’s Estee Lauder EL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,366	Closed	-$492K	–	539
2023 Q4	$492K	Buy	3,366 +66	+2%	+$8.76K	0.02%	322
2023 Q3	$477K	Sell	3,300 -128	-4%	-$21.3K	0.02%	310
2023 Q2	$673K	Hold	3,428	–	–	0.03%	263
2023 Q1	$845K	Hold	3,428	–	–	0.04%	242
2022 Q4	$851K	Sell	3,428 -131	-4%	-$29.3K	0.04%	231
2022 Q3	$768K	Buy	3,559 +121	+4%	+$30.9K	0.04%	226
2022 Q2	$876K	Hold	3,438	–	–	0.05%	218
2022 Q1	$936K	Sell	3,438 -13	-0.4%	-$3.91K	0.05%	227
2021 Q4	$1.28M	Buy	3,451 +6	+0.2%	+$2.04K	0.06%	177
2021 Q3	$1.03M	Sell	3,445 -596	-15%	-$195K	0.06%	186
2021 Q2	$1.28M	Buy	4,041 +157	+4%	+$47.6K	0.08%	158
2021 Q1	$1.13M	Hold	3,884	–	–	0.09%	143
2020 Q4	$1.03M	Buy	3,884 +7	+0.2%	+$1.68K	0.08%	149
2020 Q3	$846K	Buy	+3,877	New	+$798K	0.07%	154