Institutional & Family Asset Management’s Estee Lauder EL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$23K	Sell	216 -14	-6%	-$1.84K	﹤0.01%	326
2024 Q1	$35.5K	Sell	230 -3	-1%	-$426	0.01%	274
2023 Q4	$34.1K	Buy	233 +87	+60%	+$11.5K	0.01%	269
2023 Q3	$21.1K	Sell	146 -14,243	-99%	-$2.37M	﹤0.01%	298
2023 Q2	$2.83M	Buy	14,389 +863	+6%	+$183K	0.46%	66
2023 Q1	$3.33M	Buy	13,526 +4,001	+42%	+$1.02M	0.55%	64
2022 Q4	$2.36M	Sell	9,525 -4,622	-33%	-$1.03M	0.4%	65
2022 Q3	$3.05M	Buy	14,147 +4,188	+42%	+$1.07M	0.55%	63
2022 Q2	$2.54M	Buy	9,959 +628	+7%	+$159K	0.44%	68
2022 Q1	$2.54M	Buy	9,331 +263	+3%	+$79.1K	0.4%	67
2021 Q4	$3.36M	Sell	9,068 -706	-7%	-$240K	0.53%	64
2021 Q3	$2.93M	Sell	9,774 -444	-4%	-$145K	0.47%	68
2021 Q2	$3.25M	Buy	10,218 +9,986	+4,304%	+$3.03M	0.54%	65
2021 Q1	$67K	Buy	232 +122	+111%	+$33.4K	0.01%	313
2020 Q4	$29K	Buy	110 +20	+22%	+$4.81K	0.01%	395
2020 Q3	$20K	Sell	90 -1,025	-92%	-$211K	﹤0.01%	399
2020 Q2	$210K	Sell	1,115 -242	-18%	-$43.2K	0.04%	170
2020 Q1	$216K	Buy	1,357 +66	+5%	+$12.7K	0.05%	140
2019 Q4	$267K	Sell	1,291 -44	-3%	-$8.55K	0.06%	147
2019 Q3	$266K	Sell	1,335 -130	-9%	-$24.9K	0.06%	141
2019 Q2	$268K	Buy	1,465 +350	+31%	+$59.8K	0.06%	148
2019 Q1	$185K	Buy	1,115 +50	+5%	+$7.34K	0.04%	180
2018 Q4	$139K	Hold	1,065	–	–	0.03%	192
2018 Q3	$155K	Hold	1,065	–	–	0.03%	215
2018 Q2	$152K	Buy	1,065 +40	+4%	+$5.92K	0.03%	214
2018 Q1	$153K	Buy	+1,025	New	+$142K	0.03%	192