Gladstone Institutional Advisory’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 | $204K | Buy |
+2,522
| New | +$204K | 0.01% | 718 |
|
|
2023
Q3 | – | Sell |
-1,153
| Closed | -$226K | – | 634 |
|
|
2023
Q2 | $226K | Sell |
1,153
-62
| -5% | -$12.2K | 0.01% | 576 |
|
|
2023
Q1 | $300K | Sell |
1,215
-88
| -7% | -$21.7K | 0.02% | 525 |
|
|
2022
Q4 | $323K | Sell |
1,303
-209
| -14% | -$51.9K | 0.02% | 486 |
|
|
2022
Q3 | $326K | Sell |
1,512
-71
| -4% | -$15.3K | 0.03% | 475 |
|
|
2022
Q2 | $403K | Buy |
1,583
+72
| +5% | +$18.3K | 0.03% | 456 |
|
|
2022
Q1 | $411K | Sell |
1,511
-163
| -10% | -$44.3K | 0.03% | 469 |
|
|
2021
Q4 | $620K | Sell |
1,674
-147
| -8% | -$54.4K | 0.05% | 338 |
|
|
2021
Q3 | $546K | Buy |
1,821
+853
| +88% | +$256K | 0.05% | 304 |
|
|
2021
Q2 | $308K | Buy |
+968
| New | +$308K | 0.04% | 391 |
|