EP Wealth Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,334
| Closed | -$325K | – | 1312 |
|
|
2024
Q4 | $325K | Buy |
4,334
+296
| +7% | +$22.2K | ﹤0.01% | 841 |
|
|
2024
Q3 | $403K | Buy |
+4,038
| New | +$403K | ﹤0.01% | 758 |
|
|
2022
Q3 | – | Sell |
-1,094
| Closed | -$279K | – | 417 |
|
|
2022
Q2 | $279K | Buy |
1,094
+53
| +5% | +$13.5K | 0.01% | 495 |
|
|
2022
Q1 | $283K | Sell |
1,041
-74
| -7% | -$20.1K | 0.01% | 498 |
|
|
2021
Q4 | $413K | Buy |
1,115
+3
| +0.3% | +$1.11K | 0.01% | 395 |
|
|
2021
Q3 | $334K | Sell |
1,112
-36
| -3% | -$10.8K | 0.01% | 412 |
|
|
2021
Q2 | $365K | Buy |
1,148
+24
| +2% | +$7.63K | 0.01% | 401 |
|
|
2021
Q1 | $327K | Buy |
1,124
+221
| +24% | +$64.3K | 0.01% | 393 |
|
|
2020
Q4 | $240K | Buy |
+903
| New | +$240K | 0.01% | 379 |
|
|
2020
Q1 | – | Sell |
-1,309
| Closed | -$270K | – | 390 |
|
|
2019
Q4 | $270K | Buy |
1,309
+191
| +17% | +$39.4K | 0.01% | 349 |
|
|
2019
Q3 | $222K | Buy |
+1,118
| New | +$222K | 0.01% | 329 |
|