Global Retirement Partners’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 | $42K | Buy |
+519
| New | +$42K | ﹤0.01% | 1865 |
|
|
2024
Q4 | $35.4K | Sell |
473
-27
| -5% | -$2.02K | ﹤0.01% | 1785 |
|
|
2024
Q3 | $49.8K | Sell |
500
-1,047
| -68% | -$104K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $165K | Buy |
1,547
+991
| +178% | +$105K | 0.01% | 967 |
|
|
2024
Q1 | $85.7K | Sell |
556
-41
| -7% | -$6.32K | ﹤0.01% | 1146 |
|
|
2023
Q4 | $77.5K | Sell |
597
-47
| -7% | -$6.1K | ﹤0.01% | 1170 |
|
|
2023
Q3 | $91.7K | Sell |
644
-349
| -35% | -$49.7K | ﹤0.01% | 972 |
|
|
2023
Q2 | $195K | Sell |
993
-9,029
| -90% | -$1.77M | 0.01% | 708 |
|
|
2023
Q1 | $2.03M | Buy |
10,022
+197
| +2% | +$39.9K | 0.11% | 187 |
|
|
2022
Q4 | $2.44M | Buy |
9,825
+3,862
| +65% | +$958K | 0.17% | 140 |
|
|
2022
Q3 | $1.2M | Buy |
5,963
+119
| +2% | +$23.8K | 0.09% | 226 |
|
|
2022
Q2 | $1.49M | Sell |
5,844
-101
| -2% | -$25.7K | 0.12% | 183 |
|
|
2022
Q1 | $1.38M | Buy |
+5,945
| New | +$1.38M | 0.11% | 193 |
|
|
2021
Q4 | – | Sell |
-277
| Closed | -$83K | – | 640 |
|
|
2021
Q3 | $83K | Buy |
277
+5
| +2% | +$1.5K | 0.01% | 702 |
|
|
2021
Q2 | $87K | Sell |
272
-12
| -4% | -$3.84K | 0.01% | 670 |
|
|
2021
Q1 | $83K | Buy |
284
+15
| +6% | +$4.38K | 0.01% | 619 |
|
|
2020
Q4 | $72K | Sell |
269
-9
| -3% | -$2.41K | 0.01% | 613 |
|
|
2020
Q3 | $61K | Sell |
278
-127
| -31% | -$27.9K | 0.01% | 589 |
|
|
2020
Q2 | $76K | Hold |
405
| – | – | 0.01% | 533 |
|
|
2020
Q1 | $65K | Hold |
405
| – | – | 0.01% | 507 |
|
|
2019
Q4 | $84K | Buy |
405
+10
| +3% | +$2.07K | 0.01% | 525 |
|
|
2019
Q3 | $79K | Buy |
395
+217
| +122% | +$43.4K | 0.01% | 522 |
|
|
2019
Q2 | $33K | Hold |
178
| – | – | 0.01% | 717 |
|
|
2019
Q1 | $29K | Buy |
178
+58
| +48% | +$9.45K | 0.01% | 707 |
|
|
2018
Q4 | $16K | Buy |
120
+50
| +71% | +$6.67K | ﹤0.01% | 821 |
|
|
2018
Q3 | $10K | Buy |
+70
| New | +$10K | ﹤0.01% | 1026 |
|
|
2018
Q1 | – | Sell |
-20
| Closed | -$3K | – | 1490 |
|
|
2017
Q4 | $3K | Sell |
20
-2
| -9% | -$300 | ﹤0.01% | 1220 |
|
|
2017
Q3 | $2K | Sell |
22
-88
| -80% | -$8K | ﹤0.01% | 1124 |
|
|
2017
Q2 | $11K | Buy |
110
+43
| +64% | +$4.3K | 0.01% | 761 |
|
|
2017
Q1 | $6K | Buy |
67
+34
| +103% | +$3.05K | ﹤0.01% | 866 |
|
|
2016
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 908 |
|