EP Wealth Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $403K | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $283K | Sell |
|
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|
2021
Q4 | $413K | Buy |
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|
2021
Q3 | $334K | Sell |
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|
2021
Q2 | $365K | Buy |
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|
2021
Q1 | $327K | Buy |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q3 | $222K | Buy |
|