Ken Fisher’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 | $1.58M | Buy |
19,582
+2,284
| +13% | +$185K | ﹤0.01% | 611 |
|
|
2025
Q1 | $1.14M | Sell |
17,298
-6,091
| -26% | -$402K | ﹤0.01% | 659 |
|
|
2024
Q4 | $1.75M | Buy |
23,389
+4,141
| +22% | +$311K | ﹤0.01% | 599 |
|
|
2024
Q3 | $1.92M | Buy |
19,248
+37
| +0.2% | +$3.69K | ﹤0.01% | 584 |
|
|
2024
Q2 | $2.04M | Buy |
19,211
+11,251
| +141% | +$1.2M | ﹤0.01% | 576 |
|
|
2024
Q1 | $1.23M | Buy |
7,960
+643
| +9% | +$99.1K | ﹤0.01% | 659 |
|
|
2023
Q4 | $1.07M | Sell |
7,317
-3,252
| -31% | -$476K | ﹤0.01% | 677 |
|
|
2023
Q3 | $1.53M | Buy |
10,569
+683
| +7% | +$98.7K | ﹤0.01% | 674 |
|
|
2023
Q2 | $1.94M | Sell |
9,886
-521
| -5% | -$102K | ﹤0.01% | 660 |
|
|
2023
Q1 | $2.57M | Sell |
10,407
-165
| -2% | -$40.7K | ﹤0.01% | 629 |
|
|
2022
Q4 | $2.62M | Buy |
10,572
+922
| +10% | +$229K | ﹤0.01% | 607 |
|
|
2022
Q3 | $2.08M | Sell |
9,650
-6
| -0.1% | -$1.3K | ﹤0.01% | 566 |
|
|
2022
Q2 | $2.46M | Buy |
9,656
+581
| +6% | +$148K | ﹤0.01% | 505 |
|
|
2022
Q1 | $2.47M | Buy |
9,075
+7,659
| +541% | +$2.09M | ﹤0.01% | 523 |
|
|
2021
Q4 | $524K | Buy |
1,416
+365
| +35% | +$135K | ﹤0.01% | 754 |
|
|
2021
Q3 | $315K | Sell |
1,051
-46
| -4% | -$13.8K | ﹤0.01% | 790 |
|
|
2021
Q2 | $349K | Sell |
1,097
-304
| -22% | -$96.7K | ﹤0.01% | 780 |
|
|
2021
Q1 | $407K | Buy |
1,401
+323
| +30% | +$93.8K | ﹤0.01% | 737 |
|
|
2020
Q4 | $287K | Sell |
1,078
-1,031
| -49% | -$274K | ﹤0.01% | 800 |
|
|
2020
Q3 | $460K | Buy |
+2,109
| New | +$460K | ﹤0.01% | 676 |
|
|
2018
Q3 | – | Sell |
-1,698
| Closed | -$242K | – | 823 |
|
|
2018
Q2 | $242K | Buy |
1,698
+212
| +14% | +$30.2K | ﹤0.01% | 742 |
|
|
2018
Q1 | $222K | Sell |
1,486
-291
| -16% | -$43.5K | ﹤0.01% | 724 |
|
|
2017
Q4 | $226K | Buy |
+1,777
| New | +$226K | ﹤0.01% | 806 |
|