NewEdge Wealth’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,129
| Closed | -$227K | – | 879 |
|
|
2024
Q2 | $227K | Sell |
2,129
-721
| -25% | -$76.7K | ﹤0.01% | 705 |
|
|
2024
Q1 | $385K | Buy |
2,850
+1,178
| +70% | +$159K | 0.01% | 615 |
|
|
2023
Q4 | $245K | Buy |
1,672
+151
| +10% | +$22.1K | 0.01% | 667 |
|
|
2023
Q3 | $220K | Sell |
1,521
-11,034
| -88% | -$1.59M | 0.01% | 598 |
|
|
2023
Q2 | $2.47M | Buy |
12,555
+4,530
| +56% | +$890K | 0.08% | 211 |
|
|
2023
Q1 | $1.98M | Buy |
8,025
+6,100
| +317% | +$1.5M | 0.08% | 225 |
|
|
2022
Q4 | $478K | Buy |
+1,925
| New | +$478K | 0.02% | 373 |
|
|
2022
Q2 | – | Sell |
-13,250
| Closed | -$3.61M | – | 556 |
|
|
2022
Q1 | $3.61M | Buy |
13,250
+672
| +5% | +$183K | 0.16% | 127 |
|
|
2021
Q4 | $4.66M | Buy |
12,578
+368
| +3% | +$136K | 0.2% | 114 |
|
|
2021
Q3 | $3.66M | Buy |
12,210
+620
| +5% | +$186K | 0.22% | 95 |
|
|
2021
Q2 | $3.69M | Buy |
11,590
+478
| +4% | +$152K | 0.28% | 92 |
|
|
2021
Q1 | $3.23M | Buy |
11,112
+7,939
| +250% | +$2.31M | 0.32% | 81 |
|
|
2020
Q4 | $845K | Buy |
+3,173
| New | +$845K | 0.26% | 93 |
|