Helios Capital 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 | $384K | Hold |
4,750
| – | – | 0.3% | 33 |
|
|
2025
Q1 | $314K | Hold |
4,750
| – | – | 0.55% | 24 |
|
|
2024
Q4 | $356K | Hold |
4,750
| – | – | 0.21% | 44 |
|
|
2024
Q3 | $474K | Hold |
4,750
| – | – | 0.29% | 44 |
|
|
2024
Q2 | $505K | Hold |
4,750
| – | – | 0.33% | 43 |
|
|
2024
Q1 | $732K | Hold |
4,750
| – | – | 0.51% | 37 |
|
|
2023
Q4 | $695K | Buy |
+4,750
| New | +$695K | 0.55% | 39 |
|
|
2022
Q3 | $810K | Buy |
+3,750
| New | +$810K | 1.55% | 26 |
|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$1.48M | – | 42 |
|
|
2021
Q4 | $1.48M | Buy |
+4,000
| New | +$1.48M | 1.34% | 24 |
|