JIC
Joel Isaacson & Co’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
28,826
+120
| +0.4% | +$9.7K | 0.09% | 97 |
|
|
2025
Q1 | $1.89M | Sell |
28,706
-389
| -1% | -$25.7K | 0.09% | 108 |
|
|
2024
Q4 | $2.18M | Sell |
29,095
-17,315
| -37% | -$1.3M | 0.1% | 99 |
|
|
2024
Q3 | $4.63M | Buy |
46,410
+817
| +2% | +$81.4K | 0.22% | 47 |
|
|
2024
Q2 | $4.85M | Sell |
45,593
-3,498
| -7% | -$372K | 0.25% | 41 |
|
|
2024
Q1 | $7.57M | Buy |
49,091
+11,860
| +32% | +$1.83M | 0.41% | 32 |
|
|
2023
Q4 | $5.45M | Sell |
37,231
-3,167
| -8% | -$463K | 0.33% | 35 |
|
|
2023
Q3 | $5.84M | Sell |
40,398
-10,000
| -20% | -$1.45M | 0.4% | 32 |
|
|
2023
Q2 | $9.9M | Buy |
50,398
+12,976
| +35% | +$2.55M | 0.66% | 22 |
|
|
2023
Q1 | $9.22M | Buy |
37,422
+9,400
| +34% | +$2.32M | 0.66% | 23 |
|
|
2022
Q4 | $6.95M | Sell |
28,022
-14,976
| -35% | -$3.72M | 0.54% | 23 |
|
|
2022
Q3 | $9.28M | Hold |
42,998
| – | – | 0.8% | 20 |
|
|
2022
Q2 | $11M | Sell |
42,998
-6,845
| -14% | -$1.74M | 0.92% | 18 |
|
|
2022
Q1 | $13.2M | Sell |
49,843
-7,118
| -12% | -$1.88M | 0.97% | 17 |
|
|
2021
Q4 | $21.1M | Buy |
56,961
+773
| +1% | +$286K | 1.45% | 14 |
|
|
2021
Q3 | $16.9M | Hold |
56,188
| – | – | 1.27% | 17 |
|
|
2021
Q2 | $17.9M | Buy |
56,188
+5,245
| +10% | +$1.67M | 1.39% | 17 |
|
|
2021
Q1 | $14.8M | Buy |
50,943
+5,245
| +11% | +$1.53M | 1.3% | 16 |
|
|
2020
Q4 | $12.2M | Sell |
45,698
-2,000
| -4% | -$532K | 1.19% | 16 |
|
|
2020
Q3 | $10.4M | Hold |
47,698
| – | – | 1.35% | 11 |
|
|
2020
Q2 | $9M | Sell |
47,698
-20,000
| -30% | -$3.77M | 1.28% | 13 |
|
|
2020
Q1 | $10.8M | Sell |
67,698
-15,000
| -18% | -$2.39M | 1.88% | 10 |
|
|
2019
Q4 | $17.1M | Hold |
82,698
| – | – | 2.24% | 10 |
|
|
2019
Q3 | $16.5M | Sell |
82,698
-143
| -0.2% | -$28.5K | 2.34% | 10 |
|
|
2019
Q2 | $15.2M | Sell |
82,841
-13
| -0% | -$2.38K | 2.21% | 11 |
|
|
2019
Q1 | $13.7M | Buy |
82,854
+6,707
| +9% | +$1.11M | 2% | 11 |
|
|
2018
Q4 | $9.59M | Buy |
76,147
+146
| +0.2% | +$18.4K | 1.52% | 11 |
|
|
2018
Q3 | $11M | Hold |
76,001
| – | – | 1.74% | 11 |
|
|
2018
Q2 | $10.8M | Hold |
76,001
| – | – | 1.82% | 11 |
|
|
2018
Q1 | $11.4M | Hold |
76,001
| – | – | 1.99% | 11 |
|
|
2017
Q4 | $9.67M | Sell |
76,001
-2,495
| -3% | -$317K | 1.68% | 11 |
|
|
2017
Q3 | $8.47M | Hold |
78,496
| – | – | 1.55% | 11 |
|
|
2017
Q2 | $7.53M | Sell |
78,496
-1,080
| -1% | -$104K | 1.42% | 11 |
|
|
2017
Q1 | $6.75M | Buy |
79,576
+7,026
| +10% | +$596K | 1.32% | 11 |
|
|
2016
Q4 | $5.55M | Sell |
72,550
-750
| -1% | -$57.4K | 1.12% | 11 |
|
|
2016
Q3 | $6.49M | Hold |
73,300
| – | – | 1.33% | 11 |
|
|
2016
Q2 | $6.67M | Hold |
73,300
| – | – | 1.42% | 11 |
|
|
2016
Q1 | $6.91M | Hold |
73,300
| – | – | 1.53% | 11 |
|
|
2015
Q4 | $6.46M | Buy |
73,300
+72,693
| +11,976% | +$6.4M | 1.59% | 10 |
|
|
2015
Q3 | $49K | Sell |
607
-96
| -14% | -$7.75K | 0.01% | 342 |
|
|
2015
Q2 | $61K | Buy |
+703
| New | +$61K | 0.02% | 334 |
|