EverSource Wealth Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.6K | Buy |
997
+188
| +23% | +$15.2K | ﹤0.01% | 1318 |
|
|
2025
Q1 | $53.4K | Sell |
809
-1,133
| -58% | -$74.7K | ﹤0.01% | 1206 |
|
|
2024
Q4 | $146K | Buy |
1,942
+1,565
| +415% | +$117K | 0.01% | 783 |
|
|
2024
Q3 | $37.6K | Buy |
377
+120
| +47% | +$12K | ﹤0.01% | 1187 |
|
|
2024
Q2 | $25.6K | Sell |
257
-394
| -61% | -$39.2K | ﹤0.01% | 1384 |
|
|
2024
Q1 | $95.4K | Sell |
651
-16
| -2% | -$2.35K | 0.01% | 724 |
|
|
2023
Q4 | $97.5K | Buy |
667
+96
| +17% | +$14K | 0.01% | 646 |
|
|
2023
Q3 | $82.4K | Buy |
571
+81
| +17% | +$11.7K | 0.01% | 640 |
|
|
2023
Q2 | $96.2K | Sell |
490
-139
| -22% | -$27.3K | 0.01% | 593 |
|
|
2023
Q1 | $155K | Sell |
629
-508
| -45% | -$125K | 0.02% | 427 |
|
|
2022
Q4 | $282K | Buy |
1,137
+87
| +8% | +$21.6K | 0.04% | 293 |
|
|
2022
Q3 | $227K | Sell |
1,050
-254
| -19% | -$54.9K | 0.05% | 282 |
|
|
2022
Q2 | $332K | Buy |
1,304
+398
| +44% | +$101K | 0.09% | 198 |
|
|
2022
Q1 | $246K | Buy |
906
+455
| +101% | +$124K | 0.06% | 233 |
|
|
2021
Q4 | $166K | Buy |
+451
| New | +$166K | 0.05% | 251 |
|