Mount Yale Investment Advisors’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 | $42.1K | Buy |
+521
| New | +$42.1K | ﹤0.01% | 862 |
|
|
2023
Q3 | – | Sell |
-2,573
| Closed | -$505K | – | 500 |
|
|
2023
Q2 | $505K | Buy |
2,573
+1,160
| +82% | +$228K | 0.05% | 303 |
|
|
2023
Q1 | $348K | Buy |
+1,413
| New | +$348K | 0.04% | 350 |
|
|
2018
Q4 | – | Sell |
-289
| Closed | -$41K | – | 446 |
|
|
2018
Q3 | $41K | Hold |
289
| – | – | 0.01% | 641 |
|
|
2018
Q2 | $41K | Sell |
289
-45
| -13% | -$6.38K | 0.01% | 666 |
|
|
2018
Q1 | $50K | Buy |
+334
| New | +$50K | 0.01% | 614 |
|