Gerber Kawasaki Wealth & Investment Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,193
| Closed | -$294K | – | 264 |
|
|
2023
Q1 | $294K | Buy |
1,193
+194
| +19% | +$47.8K | 0.02% | 202 |
|
|
2022
Q4 | $248K | Buy |
+999
| New | +$248K | 0.02% | 209 |
|
|
2022
Q1 | – | Sell |
-644
| Closed | -$238K | – | 262 |
|
|
2021
Q4 | $238K | Sell |
644
-187
| -23% | -$69.1K | 0.02% | 242 |
|
|
2021
Q3 | $249K | Buy |
831
+2
| +0.2% | +$599 | 0.03% | 163 |
|
|
2021
Q2 | $263K | Buy |
829
+2
| +0.2% | +$634 | 0.03% | 206 |
|
|
2021
Q1 | $240K | Hold |
827
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $220K | Buy |
+827
| New | +$220K | 0.03% | 163 |
|
|
2018
Q4 | – | Sell |
-2,220
| Closed | -$323K | – | 117 |
|
|
2018
Q3 | $323K | Hold |
2,220
| – | – | 0.09% | 86 |
|
|
2018
Q2 | $316K | Hold |
2,220
| – | – | 0.09% | 79 |
|
|
2018
Q1 | $332K | Hold |
2,220
| – | – | 0.11% | 78 |
|
|
2017
Q4 | $282K | Buy |
+2,220
| New | +$282K | 0.1% | 92 |
|