GSWM
EL icon

Golden State Wealth Management’s Estee Lauder EL Stock Holding History

Golden State Wealth Management’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
2026
Q1 		$32.7K Hold
454
– – ﹤0.01% 795
2025
Q4 		$47.6K Hold
454
– – 0.01% 702
2025
Q3 		$40K Sell
454
-58
-11% -$5.17K ﹤0.01% 729
2025
Q2 		$41.4K Buy
512
+210
+70% +$13.5K 0.01% 690
2025
Q1 		$20K Sell
302
-96
-24% -$6.94K ﹤0.01% 799
2024
Q4 		$29.9K Buy
+398
New +$31.4K ﹤0.01% 676
2022
Q1 		$674K Buy
2,474
+25
+1% +$7.52K 0.13% 145
2021
Q4 		$907K Buy
2,449
+4
+0.2% +$1.36K 0.16% 134
2021
Q3 		$734K Sell
2,445
-375
-13% -$123K 0.16% 126
2021
Q2 		$897K Buy
+2,820
New +$855K 0.2% 105

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VPM
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State Street
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Eagle Capital Management (New York)
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Schroder Investment Management Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return