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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,174	Closed	-$172K	–	699
2023 Q4	$172K	Buy	1,174 +16	+1%	+$2.34K	0.02%	218
2023 Q3	$167K	Sell	1,158 -45	-4%	-$6.51K	0.03%	192
2023 Q2	$236K	Sell	1,203 -127	-10%	-$24.9K	0.04%	146
2023 Q1	$328K	Buy	1,330 +25	+2%	+$6.16K	0.06%	114
2022 Q4	$324K	Buy	1,305 +129	+11%	+$32K	0.06%	117
2022 Q3	$254K	Sell	1,176 -29	-2%	-$6.26K	0.05%	121
2022 Q2	$307K	Buy	1,205 +43	+4%	+$11K	0.06%	112
2022 Q1	$316K	Sell	1,162 -2	-0.2%	-$544	0.06%	117
2021 Q4	$431K	Buy	1,164 +453	+64%	+$168K	0.08%	91
2021 Q3	$213K	Buy	711 +18	+3%	+$5.39K	0.04%	138
2021 Q2	$220K	Buy	693 +15	+2%	+$4.76K	0.05%	130
2021 Q1	$197K	Buy	678 +101	+18%	+$29.3K	0.04%	142
2020 Q4	$154K	Buy	577 +15	+3%	+$4K	0.04%	170
2020 Q3	$123K	Buy	562 +4	+0.7%	+$875	0.03%	173
2020 Q2	$105K	Sell	558 -121	-18%	-$22.8K	0.03%	166
2020 Q1	$108K	Sell	679 -30	-4%	-$4.77K	0.04%	155
2019 Q4	$146K	Buy	709 +108	+18%	+$22.2K	0.06%	146
2019 Q3	$120K	Buy	601 +9	+2%	+$1.8K	0.05%	150
2019 Q2	$108K	Sell	592 -1	-0.2%	-$182	0.04%	158
2019 Q1	$98K	Buy	593 +124	+26%	+$20.5K	0.04%	164
2018 Q4	$61K	Buy	469 +300	+178%	+$39K	0.03%	176
2018 Q3	$25K	Sell	169 -4	-2%	-$592	0.01%	295
2018 Q2	$25K	Sell	173 -5	-3%	-$723	0.01%	263
2018 Q1	$27K	Buy	178 +9	+5%	+$1.37K	0.02%	241
2017 Q4	$22K	Buy	169 +3	+2%	+$391	0.01%	240
2017 Q3	$18K	Sell	166 -70	-30%	-$7.59K	0.01%	237
2017 Q2	$23K	Buy	236 +170	+258%	+$16.6K	0.02%	223
2017 Q1	$6K	Sell	66 -25	-27%	-$2.27K	﹤0.01%	389
2016 Q4	$7K	Buy	91 +28	+44%	+$2.15K	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%	363
2015 Q2	$5K	Hold	63	–	–	﹤0.01%	372
2015 Q1	$5K	Hold	63	–	–	﹤0.01%	376
2014 Q4	$5K	Buy	+63	New	+$5K	﹤0.01%	421