Mark Sheptoff Financial Planning’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $104K | Hold |
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|
2025
Q2 | $95.3K | Hold |
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|
2025
Q1 | $77.9K | Sell |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $138K | Hold |
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|
2024
Q2 | $147K | Hold |
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|
2024
Q1 | $213K | Hold |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $463K | Hold |
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|
2022
Q4 | $466K | Hold |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $479K | Sell |
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|
2022
Q1 | $621K | Sell |
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|
2021
Q4 | $881K | Hold |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $693K | Hold |
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|
2021
Q1 | $634K | Hold |
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|
2020
Q4 | $580K | Hold |
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|
2020
Q3 | $476K | Sell |
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|
2020
Q2 | $421K | Hold |
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|
2020
Q1 | $355K | Sell |
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|
2019
Q4 | $616K | Buy |
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|
2019
Q3 | $543K | Sell |
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|
2019
Q2 | $601K | Buy |
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|
2019
Q1 | $427K | Buy |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $520K | Buy |
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|
2018
Q2 | $340K | Hold |
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|
2018
Q1 | $356K | Hold |
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|
2017
Q4 | $303K | Hold |
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|
2017
Q3 | $257K | Hold |
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|
2017
Q2 | $228K | Sell |
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|
2017
Q1 | $202K | Buy |
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|
2016
Q4 | $182K | Hold |
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|
2016
Q3 | $211K | Sell |
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|
2016
Q2 | $230K | Hold |
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|
2016
Q1 | $238K | Hold |
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|
2015
Q4 | $223K | Hold |
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|
2015
Q3 | $204K | Buy |
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|
2015
Q2 | $206K | Hold |
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|
2015
Q1 | $198K | Hold |
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|
2014
Q4 | $181K | Hold |
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|
2014
Q3 | $178K | Hold |
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|
2014
Q2 | $177K | Hold |
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|
2014
Q1 | $159K | Buy |
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