HB Wealth Management’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 | $276K | Buy |
3,416
+180
| +6% | +$14.5K | ﹤0.01% | 955 |
|
|
2025
Q1 | $214K | Buy |
3,236
+311
| +11% | +$20.5K | ﹤0.01% | 1093 |
|
|
2024
Q4 | $219K | Buy |
2,925
+553
| +23% | +$41.5K | ﹤0.01% | 931 |
|
|
2024
Q3 | $236K | Sell |
2,372
-888
| -27% | -$88.5K | ﹤0.01% | 826 |
|
|
2024
Q2 | $347K | Sell |
3,260
-1,312
| -29% | -$140K | ﹤0.01% | 653 |
|
|
2024
Q1 | $705K | Buy |
4,572
+1,458
| +47% | +$225K | 0.01% | 409 |
|
|
2023
Q4 | $455K | Sell |
3,114
-156
| -5% | -$22.8K | 0.01% | 487 |
|
|
2023
Q3 | $473K | Buy |
3,270
+1,326
| +68% | +$192K | 0.01% | 446 |
|
|
2023
Q2 | $382K | Sell |
1,944
-738
| -28% | -$145K | 0.01% | 486 |
|
|
2023
Q1 | $661K | Buy |
2,682
+242
| +10% | +$59.6K | 0.01% | 358 |
|
|
2022
Q4 | $605K | Buy |
2,440
+50
| +2% | +$12.4K | 0.01% | 358 |
|
|
2022
Q3 | $516K | Buy |
2,390
+434
| +22% | +$93.7K | 0.01% | 332 |
|
|
2022
Q2 | $498K | Buy |
1,956
+359
| +22% | +$91.4K | 0.01% | 341 |
|
|
2022
Q1 | $435K | Buy |
1,597
+588
| +58% | +$160K | 0.01% | 372 |
|
|
2021
Q4 | $374K | Buy |
+1,009
| New | +$374K | 0.01% | 347 |
|