Glassman Wealth Services’s Estee Lauder EL Stock Holding History

Glassman Wealth Services’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,174	Closed	-$172K	–	699
2023 Q4	$172K	Buy	1,174 +16	+1%	+$2.12K	0.02%	218
2023 Q3	$167K	Sell	1,158 -45	-4%	-$7.5K	0.03%	192
2023 Q2	$236K	Sell	1,203 -127	-10%	-$26.9K	0.04%	146
2023 Q1	$328K	Buy	1,330 +25	+2%	+$6.35K	0.06%	114
2022 Q4	$324K	Buy	1,305 +129	+11%	+$28.8K	0.06%	117
2022 Q3	$254K	Sell	1,176 -29	-2%	-$7.4K	0.05%	121
2022 Q2	$307K	Buy	1,205 +43	+4%	+$10.9K	0.06%	112
2022 Q1	$316K	Sell	1,162 -2	-0.2%	-$602	0.06%	117
2021 Q4	$431K	Buy	1,164 +453	+64%	+$154K	0.08%	91
2021 Q3	$213K	Buy	711 +18	+3%	+$5.88K	0.04%	138
2021 Q2	$220K	Buy	693 +15	+2%	+$4.55K	0.05%	130
2021 Q1	$197K	Buy	678 +101	+18%	+$27.7K	0.04%	142
2020 Q4	$154K	Buy	577 +15	+3%	+$3.61K	0.04%	170
2020 Q3	$123K	Buy	562 +4	+0.7%	+$823	0.03%	173
2020 Q2	$105K	Sell	558 -121	-18%	-$21.6K	0.03%	166
2020 Q1	$108K	Sell	679 -30	-4%	-$5.79K	0.04%	155
2019 Q4	$146K	Buy	709 +108	+18%	+$21K	0.06%	146
2019 Q3	$120K	Buy	601 +9	+2%	+$1.72K	0.05%	150
2019 Q2	$108K	Sell	592 -1	-0.2%	-$171	0.04%	158
2019 Q1	$98K	Buy	593 +124	+26%	+$18.2K	0.04%	164
2018 Q4	$61K	Buy	469 +300	+178%	+$40.8K	0.03%	176
2018 Q3	$25K	Sell	169 -4	-2%	-$555	0.01%	295
2018 Q2	$25K	Sell	173 -5	-3%	-$740	0.01%	263
2018 Q1	$27K	Buy	178 +9	+5%	+$1.25K	0.02%	241
2017 Q4	$22K	Buy	169 +3	+2%	+$360	0.01%	240
2017 Q3	$18K	Sell	166 -70	-30%	-$7.18K	0.01%	237
2017 Q2	$23K	Buy	236 +170	+258%	+$15.6K	0.02%	223
2017 Q1	$6K	Sell	66 -25	-27%	-$2.07K	﹤0.01%	389
2016 Q4	$7K	Buy	91 +28	+44%	+$2.28K	0.01%	406
2016 Q3	$6K	Hold	63	–	–	0.01%	343
2016 Q2	$6K	Hold	63	–	–	0.01%	369
2016 Q1	$6K	Hold	63	–	–	0.01%	359
2015 Q4	$6K	Hold	63	–	–	0.01%	359
2015 Q3	$5K	Hold	63	–	–	﹤0.01%	364
2015 Q2	$5K	Hold	63	–	–	﹤0.01%	375
2015 Q1	$5K	Hold	63	–	–	﹤0.01%	382
2014 Q4	$5K	Buy	+63	New	+$4.65K	﹤0.01%	424