Geneos Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
210
-504
| -71% | -$40.7K | ﹤0.01% | 2108 |
|
|
2025
Q1 | $47.1K | Buy |
714
+581
| +437% | +$38.3K | ﹤0.01% | 1954 |
|
|
2024
Q4 | $9.97K | Buy |
133
+29
| +28% | +$2.17K | ﹤0.01% | 2053 |
|
|
2024
Q3 | $10.4K | Buy |
104
+91
| +700% | +$9.07K | ﹤0.01% | 1829 |
|
|
2024
Q2 | $1.38K | Sell |
13
-6
| -32% | -$638 | ﹤0.01% | 1945 |
|
|
2024
Q1 | $2.93K | Buy |
19
+15
| +375% | +$2.31K | ﹤0.01% | 1817 |
|
|
2023
Q4 | $585 | Buy |
+4
| New | +$585 | ﹤0.01% | 2078 |
|
|
2023
Q3 | – | Sell |
-214
| Closed | -$42K | – | 2109 |
|
|
2023
Q2 | $42K | Hold |
214
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q1 | $52.7K | Sell |
214
-15
| -7% | -$3.7K | ﹤0.01% | 1062 |
|
|
2022
Q4 | $56.8K | Buy |
229
+15
| +7% | +$3.72K | ﹤0.01% | 1006 |
|
|
2022
Q3 | $46K | Sell |
214
-20
| -9% | -$4.3K | ﹤0.01% | 1056 |
|
|
2022
Q2 | $60K | Hold |
234
| – | – | ﹤0.01% | 1202 |
|
|
2022
Q1 | $63K | Hold |
234
| – | – | ﹤0.01% | 1272 |
|
|
2021
Q4 | $86K | Sell |
234
-10
| -4% | -$3.68K | ﹤0.01% | 1229 |
|
|
2021
Q3 | $75K | Buy |
244
+9
| +4% | +$2.77K | ﹤0.01% | 1286 |
|
|
2021
Q2 | $74K | Sell |
235
-84
| -26% | -$26.5K | ﹤0.01% | 1295 |
|
|
2021
Q1 | $100K | Buy |
319
+13
| +4% | +$4.08K | ﹤0.01% | 1308 |
|
|
2020
Q4 | $64K | Sell |
306
-103
| -25% | -$21.5K | ﹤0.01% | 1334 |
|
|
2020
Q3 | $88K | Sell |
409
-222
| -35% | -$47.8K | ﹤0.01% | 991 |
|
|
2020
Q2 | $116K | Sell |
631
-35
| -5% | -$6.43K | 0.01% | 846 |
|
|
2020
Q1 | $107K | Buy |
666
+11
| +2% | +$1.77K | 0.01% | 806 |
|
|
2019
Q4 | $136K | Hold |
655
| – | – | 0.01% | 833 |
|
|
2019
Q3 | $128K | Buy |
655
+201
| +44% | +$39.3K | 0.01% | 807 |
|
|
2019
Q2 | $83K | Sell |
454
-261
| -37% | -$47.7K | 0.01% | 973 |
|
|
2019
Q1 | $118K | Buy |
715
+225
| +46% | +$37.1K | 0.01% | 807 |
|
|
2018
Q4 | $63K | Buy |
490
+2
| +0.4% | +$257 | ﹤0.01% | 993 |
|
|
2018
Q3 | $71K | Buy |
488
+36
| +8% | +$5.24K | ﹤0.01% | 1016 |
|
|
2018
Q2 | $64K | Buy |
452
+1
| +0.2% | +$142 | 0.01% | 937 |
|
|
2018
Q1 | $67K | Buy |
451
+1
| +0.2% | +$149 | 0.01% | 890 |
|
|
2017
Q4 | $57K | Buy |
450
+1
| +0.2% | +$127 | 0.01% | 942 |
|
|
2017
Q3 | $48K | Buy |
449
+2
| +0.4% | +$214 | ﹤0.01% | 966 |
|
|
2017
Q2 | $42K | Buy |
447
+1
| +0.2% | +$94 | ﹤0.01% | 992 |
|
|
2017
Q1 | $37K | Sell |
446
-14
| -3% | -$1.16K | ﹤0.01% | 996 |
|
|
2016
Q4 | $35K | Buy |
460
+2
| +0.4% | +$152 | ﹤0.01% | 962 |
|
|
2016
Q3 | $40K | Buy |
458
+17
| +4% | +$1.49K | 0.01% | 899 |
|
|
2016
Q2 | $40K | Sell |
441
-12
| -3% | -$1.09K | 0.01% | 884 |
|
|
2016
Q1 | $43K | Buy |
+453
| New | +$43K | 0.01% | 840 |
|