LWAM
Legacy Wealth Asset Management’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
5,950
+129
| +2% | +$10.4K | 0.12% | 257 |
|
|
2025
Q1 | $384K | Buy |
5,821
+1,210
| +26% | +$79.9K | 0.11% | 270 |
|
|
2024
Q4 | $346K | Sell |
4,611
-1,207
| -21% | -$90.5K | 0.09% | 285 |
|
|
2024
Q3 | $580K | Buy |
5,818
+35
| +0.6% | +$3.49K | 0.16% | 216 |
|
|
2024
Q2 | $615K | Sell |
5,783
-3,397
| -37% | -$361K | 0.17% | 187 |
|
|
2024
Q1 | $1.42M | Buy |
9,180
+527
| +6% | +$81.2K | 0.39% | 65 |
|
|
2023
Q4 | $1.27M | Buy |
8,653
+429
| +5% | +$62.7K | 0.42% | 69 |
|
|
2023
Q3 | $1.19M | Buy |
8,224
+142
| +2% | +$20.5K | 0.44% | 67 |
|
|
2023
Q2 | $1.59M | Buy |
8,082
+2,461
| +44% | +$483K | 0.55% | 40 |
|
|
2023
Q1 | $1.39M | Sell |
5,621
-21
| -0.4% | -$5.18K | 0.5% | 50 |
|
|
2022
Q4 | $1.4M | Buy |
5,642
+50
| +0.9% | +$12.4K | 0.53% | 45 |
|
|
2022
Q3 | $1.21M | Buy |
5,592
+2,171
| +63% | +$469K | 0.53% | 47 |
|
|
2022
Q2 | $871K | Buy |
3,421
+53
| +2% | +$13.5K | 0.35% | 105 |
|
|
2022
Q1 | $917K | Buy |
3,368
+132
| +4% | +$35.9K | 0.33% | 119 |
|
|
2021
Q4 | $1.2M | Sell |
3,236
-54
| -2% | -$20K | 0.41% | 61 |
|
|
2021
Q3 | $987K | Sell |
3,290
-29
| -0.9% | -$8.7K | 0.45% | 67 |
|
|
2021
Q2 | $1.06M | Buy |
3,319
+3
| +0.1% | +$955 | 0.47% | 59 |
|
|
2021
Q1 | $964K | Buy |
3,316
+26
| +0.8% | +$7.56K | 0.45% | 62 |
|
|
2020
Q4 | $876K | Buy |
+3,290
| New | +$876K | 0.44% | 65 |
|