Montag & Associates’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 | $52.9K | Hold |
|
|||||
|
2025
Q2 | $48.5K | Hold |
|
|||||
|
2025
Q1 | $39.6K | Hold |
|
|||||
|
2024
Q4 | $45K | Hold |
|
|||||
|
2024
Q3 | $59.8K | Sell |
|
|||||
|
2024
Q2 | $122K | Hold |
|
|||||
|
2024
Q1 | $177K | Hold |
|
|||||
|
2023
Q4 | $168K | Hold |
|
|||||
|
2023
Q3 | $166K | Sell |
|
|||||
|
2023
Q2 | $335K | Sell |
|
|||||
|
2023
Q1 | $445K | Sell |
|
|||||
|
2022
Q4 | $528K | Buy |
|
|||||
|
2022
Q3 | $458K | Sell |
|
|||||
|
2022
Q2 | $1.05M | Buy |
|
|||||
|
2022
Q1 | $197K | Hold |
|
|||||
|
2021
Q4 | $268K | Sell |
|
|||||
|
2021
Q3 | $325K | Hold |
|
|||||
|
2021
Q2 | $345K | Sell |
|
|||||
|
2021
Q1 | $1.65M | Hold |
|
|||||
|
2020
Q4 | $1.5M | Sell |
|
|||||
|
2020
Q3 | $1.26M | Sell |
|
|||||
|
2020
Q2 | $3.27M | Buy |
|
|||||
|
2020
Q1 | $2.62M | Buy |
|
|||||
|
2019
Q4 | $498K | Hold |
|
|||||
|
2019
Q3 | $480K | Sell |
|
|||||
|
2019
Q2 | $497K | Buy |
|
|||||
|
2019
Q1 | $242K | Buy |
|