Kestra Private Wealth Services’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $507K | Buy |
7,068
+3,879
| +122% | +$396K | 0.01% | 1196 |
|
|
2025
Q4 | $334K | Buy |
3,189
+220
| +7% | +$21.3K | ﹤0.01% | 1368 |
|
|
2025
Q3 | $262K | Sell |
2,969
-1,874
| -39% | -$167K | ﹤0.01% | 1434 |
|
|
2025
Q2 | $391K | Buy |
4,843
+1,292
| +36% | +$83.1K | 0.01% | 1148 |
|
|
2025
Q1 | $234K | Buy |
3,551
+612
| +21% | +$44.3K | ﹤0.01% | 1312 |
|
|
2024
Q4 | $220K | Buy |
2,939
+680
| +30% | +$53.7K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $225K | Buy |
2,259
+306
| +16% | +$29K | ﹤0.01% | 1216 |
|
|
2024
Q2 | $208K | Sell |
1,953
-7
| -0.4% | -$918 | ﹤0.01% | 1227 |
|
|
2024
Q1 | $302K | Sell |
1,960
-408
| -17% | -$57.9K | 0.01% | 1009 |
|
|
2023
Q4 | $346K | Sell |
2,368
-272
| -10% | -$36.1K | 0.01% | 885 |
|
|
2023
Q3 | $382K | Buy |
2,640
+196
| +8% | +$32.7K | 0.01% | 763 |
|
|
2023
Q2 | $480K | Buy |
2,444
+108
| +5% | +$22.9K | 0.02% | 654 |
|
|
2023
Q1 | $576K | Sell |
2,336
-987
| -30% | -$251K | 0.02% | 561 |
|
|
2022
Q4 | $825K | Sell |
3,323
-129
| -4% | -$28.8K | 0.04% | 405 |
|
|
2022
Q3 | $745K | Buy |
3,452
+237
| +7% | +$60.5K | 0.04% | 397 |
|
|
2022
Q2 | $819K | Sell |
3,215
-251
| -7% | -$63.7K | 0.05% | 374 |
|
|
2022
Q1 | $944K | Sell |
3,466
-1,225
| -26% | -$369K | 0.05% | 392 |
|
|
2021
Q4 | $1.74M | Buy |
4,691
+48
| +1% | +$16.3K | 0.08% | 259 |
|
|
2021
Q3 | $1.39M | Buy |
4,643
+960
| +26% | +$314K | 0.08% | 282 |
|
|
2021
Q2 | $1.17M | Buy |
3,683
+56
| +2% | +$17K | 0.07% | 295 |
|
|
2021
Q1 | $1.05M | Buy |
3,627
+710
| +24% | +$194K | 0.07% | 277 |
|
|
2020
Q4 | $766K | Buy |
+2,917
| New | +$702K | 0.06% | 334 |
|
Other funds holding EL
VCM
VPM
IFP