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Mark Sheptoff Financial Planning’s Estee Lauder EL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$95.3K Hold
1,180
– – 0.05% 133
2025
Q1 		$77.9K Sell
1,180
-200
-14% -$13.2K 0.04% 136
2024
Q4 		$103K Hold
1,380
– – 0.06% 118
2024
Q3 		$138K Hold
1,380
– – 0.07% 108
2024
Q2 		$147K Hold
1,380
– – 0.08% 108
2024
Q1 		$213K Hold
1,380
– – 0.12% 91
2023
Q4 		$202K Sell
1,380
-400
-22% -$58.5K 0.12% 90
2023
Q3 		$257K Sell
1,780
-100
-5% -$14.5K 0.17% 72
2023
Q2 		$369K Hold
1,880
– – 0.21% 64
2023
Q1 		$463K Hold
1,880
– – 0.27% 59
2022
Q4 		$466K Hold
1,880
– – 0.27% 57
2022
Q3 		$406K Hold
1,880
– – 0.25% 60
2022
Q2 		$479K Sell
1,880
-400
-18% -$102K 0.28% 60
2022
Q1 		$621K Sell
2,280
-100
-4% -$27.2K 0.31% 57
2021
Q4 		$881K Hold
2,380
– – 0.42% 46
2021
Q3 		$714K Buy
2,380
+200
+9% +$60K 0.39% 48
2021
Q2 		$693K Hold
2,180
– – 0.37% 48
2021
Q1 		$634K Hold
2,180
– – 0.36% 53
2020
Q4 		$580K Hold
2,180
– – 0.33% 56
2020
Q3 		$476K Sell
2,180
-50
-2% -$10.9K 0.29% 54
2020
Q2 		$421K Hold
2,230
– – 0.27% 57
2020
Q1 		$355K Sell
2,230
-751
-25% -$120K 0.27% 57
2019
Q4 		$616K Buy
2,981
+250
+9% +$51.7K 0.39% 48
2019
Q3 		$543K Sell
2,731
-549
-17% -$109K 0.37% 50
2019
Q2 		$601K Buy
3,280
+700
+27% +$128K 0.41% 47
2019
Q1 		$427K Buy
2,580
+200
+8% +$33.1K 0.31% 62
2018
Q4 		$310K Sell
2,380
-1,200
-34% -$156K 0.26% 64
2018
Q3 		$520K Buy
3,580
+1,200
+50% +$174K 0.36% 60
2018
Q2 		$340K Hold
2,380
– – 0.25% 77
2018
Q1 		$356K Hold
2,380
– – 0.25% 79
2017
Q4 		$303K Hold
2,380
– – 0.2% 90
2017
Q3 		$257K Hold
2,380
– – 0.17% 101
2017
Q2 		$228K Sell
2,380
-1
-0% -$96 0.16% 105
2017
Q1 		$202K Buy
2,381
+1
+0% +$85 0.14% 104
2016
Q4 		$182K Hold
2,380
– – 0.14% 105
2016
Q3 		$211K Sell
2,380
-147
-6% -$13K 0.16% 98
2016
Q2 		$230K Hold
2,527
– – 0.17% 84
2016
Q1 		$238K Hold
2,527
– – 0.19% 80
2015
Q4 		$223K Hold
2,527
– – 0.18% 87
2015
Q3 		$204K Buy
2,527
+147
+6% +$11.9K 0.18% 91
2015
Q2 		$206K Hold
2,380
– – 0.17% 98
2015
Q1 		$198K Hold
2,380
– – 0.17% 99
2014
Q4 		$181K Hold
2,380
– – 0.16% 97
2014
Q3 		$178K Hold
2,380
– – 0.16% 108
2014
Q2 		$177K Hold
2,380
– – 0.15% 105
2014
Q1 		$159K Buy
+2,380
New +$159K 0.14% 110