Hohimer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,983
| Closed | -$696K | – | 248 |
|
|
2024
Q3 | $696K | Buy |
+6,983
| New | +$696K | 0.15% | 128 |
|
|
2021
Q1 | – | Sell |
-5,585
| Closed | -$1.49M | – | 196 |
|
|
2020
Q4 | $1.49M | Sell |
5,585
-94
| -2% | -$25K | 0.39% | 86 |
|
|
2020
Q3 | $1.26M | Sell |
5,679
-8,182
| -59% | -$1.82M | 0.36% | 93 |
|
|
2020
Q2 | $2.62M | Buy |
13,861
+3,919
| +39% | +$739K | 0.9% | 30 |
|
|
2020
Q1 | $1.64M | Buy |
9,942
+404
| +4% | +$66.8K | 0.69% | 52 |
|
|
2019
Q4 | $1.97M | Buy |
+9,538
| New | +$1.97M | 0.69% | 44 |
|