GoalVest 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 | $137K | Buy |
1,700
+1,697
| +56,567% | +$137K | 0.03% | 152 |
|
|
2025
Q1 | $198 | Buy |
+3
| New | +$198 | ﹤0.01% | 452 |
|
|
2024
Q4 | – | Sell |
-66
| Closed | -$6.58K | – | 394 |
|
|
2024
Q3 | $6.58K | Buy |
+66
| New | +$6.58K | ﹤0.01% | 338 |
|
|
2022
Q3 | – | Sell |
-120
| Closed | -$31K | – | 272 |
|
|
2022
Q2 | $31K | Buy |
+120
| New | +$31K | 0.02% | 191 |
|