Insigneo Advisory Services’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 | $470K | Buy |
5,819
+479
| +9% | +$38.7K | 0.04% | 356 |
|
2025
Q1 | $352K | Buy |
5,340
+2,186
| +69% | +$144K | 0.04% | 380 |
|
2024
Q4 | $236K | Buy |
+3,154
| New | +$236K | 0.02% | 477 |
|
2024
Q2 | – | Sell |
-4,066
| Closed | -$627K | – | 609 |
|
2024
Q1 | $627K | Buy |
4,066
+785
| +24% | +$121K | 0.07% | 225 |
|
2023
Q4 | $480K | Buy |
3,281
+1,748
| +114% | +$256K | 0.07% | 247 |
|
2023
Q3 | $222K | Buy |
1,533
+115
| +8% | +$16.6K | 0.05% | 348 |
|
2023
Q2 | $278K | Buy |
1,418
+271
| +24% | +$53.2K | 0.05% | 294 |
|
2023
Q1 | $283K | Sell |
1,147
-62
| -5% | -$15.3K | 0.09% | 213 |
|
2022
Q4 | $300K | Buy |
+1,209
| New | +$300K | 0.11% | 188 |
|