Meridian Wealth Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,415
| Closed | -$1.53M | – | 182 |
|
|
2024
Q2 | $1.53M | Buy |
14,415
+472
| +3% | +$61.9K | 0.27% | 61 |
|
|
2024
Q1 | $2.15M | Buy |
13,943
+815
| +6% | +$116K | 0.4% | 55 |
|
|
2023
Q4 | $1.92M | Sell |
13,128
-624
| -5% | -$82.8K | 0.42% | 55 |
|
|
2023
Q3 | $1.99M | Sell |
13,752
-17
| -0.1% | -$2.83K | 0.5% | 51 |
|
|
2023
Q2 | $2.7M | Buy |
13,769
+839
| +6% | +$178K | 0.65% | 43 |
|
|
2023
Q1 | $3.19M | Buy |
12,930
+1,645
| +15% | +$418K | 0.8% | 33 |
|
|
2022
Q4 | $2.8M | Buy |
11,285
+1,916
| +20% | +$428K | 0.72% | 36 |
|
|
2022
Q3 | $2.02M | Sell |
9,369
-1,520
| -14% | -$388K | 0.57% | 40 |
|
|
2022
Q2 | $2.77M | Buy |
10,889
+1,065
| +11% | +$270K | 0.74% | 33 |
|
|
2022
Q1 | $2.67M | Buy |
9,824
+1,269
| +15% | +$382K | 0.62% | 43 |
|
|
2021
Q4 | $3.17M | Buy |
8,555
+485
| +6% | +$165K | 0.77% | 30 |
|
|
2021
Q3 | $2.42M | Buy |
8,070
+388
| +5% | +$127K | 0.67% | 34 |
|
|
2021
Q2 | $2.44M | Buy |
7,682
+199
| +3% | +$60.3K | 0.69% | 31 |
|
|
2021
Q1 | $2.18M | Buy |
7,483
+1,048
| +16% | +$287K | 0.72% | 29 |
|
|
2020
Q4 | $1.71M | Buy |
6,435
+748
| +13% | +$180K | 0.63% | 34 |
|
|
2020
Q3 | $1.24M | Buy |
5,687
+633
| +13% | +$130K | 0.53% | 43 |
|
|
2020
Q2 | $954K | Buy |
5,054
+80
| +2% | +$14.3K | 0.44% | 48 |
|
|
2020
Q1 | $793K | Sell |
4,974
-1,015
| -17% | -$196K | 0.44% | 48 |
|
|
2019
Q4 | $1.24M | Sell |
5,989
-103
| -2% | -$20K | 0.49% | 36 |
|
|
2019
Q3 | $1.21M | Buy |
6,092
+2,066
| +51% | +$395K | 0.52% | 36 |
|
|
2019
Q2 | $755K | Sell |
4,026
-46
| -1% | -$7.86K | 0.53% | 41 |
|
|
2019
Q1 | $674K | Buy |
4,072
+730
| +22% | +$107K | 0.49% | 44 |
|
|
2018
Q4 | $435K | Buy |
+3,342
| New | +$454K | 0.33% | 61 |
|
Other funds holding EL
IFP
