LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Hold |
1,575
| – | – | ﹤0.01% | 322 |
|
|
2025
Q1 | $90.2K | Sell |
1,575
-65
| -4% | -$3.72K | ﹤0.01% | 340 |
|
|
2024
Q4 | $137K | Sell |
1,640
-380
| -19% | -$31.8K | ﹤0.01% | 317 |
|
|
2024
Q3 | $179K | Buy |
2,020
+105
| +5% | +$9.31K | ﹤0.01% | 290 |
|
|
2024
Q2 | $193K | Sell |
1,915
-14,187
| -88% | -$1.43M | ﹤0.01% | 273 |
|
|
2024
Q1 | $2.37M | Sell |
16,102
-7,399
| -31% | -$1.09M | 0.02% | 107 |
|
|
2023
Q4 | $3.1M | Sell |
23,501
-4,703
| -17% | -$621K | 0.03% | 96 |
|
|
2023
Q3 | $3.23M | Sell |
28,204
-1,149
| -4% | -$131K | 0.04% | 93 |
|
|
2023
Q2 | $5.76M | Buy |
29,353
+1,600
| +6% | +$314K | 0.06% | 79 |
|
|
2023
Q1 | $6.84M | Buy |
27,753
+779
| +3% | +$192K | 0.08% | 77 |
|
|
2022
Q4 | $6.69M | Sell |
26,974
-503
| -2% | -$125K | 0.08% | 76 |
|
|
2022
Q3 | $5.93M | Sell |
27,477
-550
| -2% | -$119K | 0.08% | 77 |
|
|
2022
Q2 | $7.14M | Buy |
28,027
+1,392
| +5% | +$354K | 0.09% | 74 |
|
|
2022
Q1 | $7.25M | Sell |
26,635
-3,721
| -12% | -$1.01M | 0.07% | 78 |
|
|
2021
Q4 | $11.2M | Sell |
30,356
-136
| -0.4% | -$50.3K | 0.1% | 66 |
|
|
2021
Q3 | $9.15M | Hold |
30,492
| – | – | 0.09% | 71 |
|
|
2021
Q2 | $9.7M | Hold |
30,492
| – | – | 0.1% | 70 |
|
|
2021
Q1 | $8.87M | Buy |
30,492
+33
| +0.1% | +$9.6K | 0.1% | 70 |
|
|
2020
Q4 | $8.11M | Hold |
30,459
| – | – | 0.09% | 70 |
|
|
2020
Q3 | $6.65M | Hold |
30,459
| – | – | 0.08% | 72 |
|
|
2020
Q2 | $5.75M | Sell |
30,459
-1,385
| -4% | -$261K | 0.08% | 75 |
|
|
2020
Q1 | $5.07M | Buy |
31,844
+1,192
| +4% | +$190K | 0.09% | 75 |
|
|
2019
Q4 | $6.33M | Buy |
30,652
+3,725
| +14% | +$769K | 0.09% | 80 |
|
|
2019
Q3 | $5.36M | Hold |
26,927
| – | – | 0.08% | 82 |
|
|
2019
Q2 | $4.93M | Sell |
26,927
-1
| -0% | -$183 | 0.07% | 88 |
|
|
2019
Q1 | $4.46M | Buy |
26,928
+8,428
| +46% | +$1.4M | 0.07% | 92 |
|
|
2018
Q4 | $2.41M | Buy |
18,500
+14,455
| +357% | +$1.88M | 0.04% | 108 |
|
|
2018
Q3 | $588K | Buy |
4,045
+2,805
| +226% | +$408K | 0.01% | 195 |
|
|
2018
Q2 | $177K | Hold |
1,240
| – | – | ﹤0.01% | 282 |
|
|
2018
Q1 | $186K | Hold |
1,240
| – | – | ﹤0.01% | 282 |
|
|
2017
Q4 | $158K | Hold |
1,240
| – | – | ﹤0.01% | 306 |
|
|
2017
Q3 | $134K | Hold |
1,240
| – | – | ﹤0.01% | 323 |
|
|
2017
Q2 | $123K | Hold |
1,240
| – | – | ﹤0.01% | 334 |
|
|
2017
Q1 | $105K | Hold |
1,240
| – | – | ﹤0.01% | 341 |
|
|
2016
Q4 | $95K | Hold |
1,240
| – | – | ﹤0.01% | 334 |
|
|
2016
Q3 | $110K | Buy |
+1,240
| New | +$110K | ﹤0.01% | 322 |
|