EWA
Exencial Wealth Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Sell |
6,269
-102,878
| -94% | -$8.31M | 0.02% | 367 |
|
|
2025
Q1 | $7.2M | Buy |
109,147
+2,200
| +2% | +$145K | 0.27% | 107 |
|
|
2024
Q4 | $8.02M | Buy |
106,947
+102,271
| +2,187% | +$7.67M | 0.29% | 101 |
|
|
2024
Q3 | $466K | Buy |
+4,676
| New | +$466K | 0.02% | 367 |
|