Meridian Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
+3,382
| New | +$273K | 0.01% | 575 |
|
|
2025
Q1 | – | Sell |
-2,878
| Closed | -$216K | – | 627 |
|
|
2024
Q4 | $216K | Sell |
2,878
-203
| -7% | -$15.2K | 0.01% | 591 |
|
|
2024
Q3 | $307K | Buy |
+3,081
| New | +$307K | 0.02% | 511 |
|
|
2024
Q2 | – | Sell |
-3,223
| Closed | -$497K | – | 357 |
|
|
2024
Q1 | $497K | Buy |
3,223
+424
| +15% | +$65.4K | 0.08% | 137 |
|
|
2023
Q4 | $409K | Buy |
+2,799
| New | +$409K | 0.03% | 423 |
|
|
2022
Q3 | – | Sell |
-2,320
| Closed | -$591K | – | 516 |
|
|
2022
Q2 | $591K | Buy |
2,320
+318
| +16% | +$81K | 0.05% | 320 |
|
|
2022
Q1 | $545K | Buy |
+2,002
| New | +$545K | 0.06% | 227 |
|
|
2020
Q1 | – | Sell |
-2,035
| Closed | -$420K | – | 214 |
|
|
2019
Q4 | $420K | Sell |
2,035
-100
| -5% | -$20.6K | 0.2% | 104 |
|
|
2019
Q3 | $425K | Buy |
2,135
+50
| +2% | +$9.95K | 0.2% | 103 |
|
|
2019
Q2 | $3.82K | Hold |
2,085
| – | – | 0.15% | 114 |
|
|
2019
Q1 | $345K | Buy |
2,085
+315
| +18% | +$52.1K | 0.16% | 123 |
|
|
2018
Q4 | $230K | Buy |
+1,770
| New | +$230K | 0.14% | 140 |
|