IHT 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 | $477K | Buy |
5,899
+2,098
| +55% | +$170K | 0.01% | 722 |
|
2025
Q1 | $251K | Buy |
+3,801
| New | +$251K | 0.01% | 931 |
|
2024
Q4 | – | Sell |
-4,574
| Closed | -$455K | – | 1112 |
|
2024
Q3 | $455K | Buy |
+4,574
| New | +$455K | 0.01% | 749 |
|
2024
Q1 | – | Sell |
-3,084
| Closed | -$451K | – | 1027 |
|
2023
Q4 | $451K | Sell |
3,084
-3,046
| -50% | -$446K | 0.02% | 633 |
|
2023
Q3 | $886K | Buy |
6,130
+3,216
| +110% | +$465K | 0.04% | 376 |
|
2023
Q2 | $572K | Buy |
+2,914
| New | +$572K | 0.03% | 502 |
|
2018
Q2 | – | Sell |
-212
| Closed | -$31K | – | 682 |
|
2018
Q1 | $31K | Hold |
212
| – | – | 0.01% | 826 |
|
2017
Q4 | $28K | Buy |
212
+100
| +89% | +$13.2K | 0.01% | 878 |
|
2017
Q3 | $12K | Sell |
112
-1,037
| -90% | -$111K | 0.01% | 906 |
|
2017
Q2 | $1 | Buy |
1,149
+51
| +5% | – | ﹤0.01% | 1295 |
|
2017
Q1 | $94K | Buy |
1,098
+337
| +44% | +$28.9K | 0.06% | 288 |
|
2016
Q4 | $59K | Buy |
+761
| New | +$59K | 0.04% | 355 |
|