Nicolet Advisory Services’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 |
-2,439
| Closed | -$249K | – | 374 |
|
|
2024
Q2 | $249K | Buy |
2,439
+177
| +8% | +$18.1K | 0.02% | 310 |
|
|
2024
Q1 | $336K | Buy |
+2,262
| New | +$336K | 0.03% | 251 |
|
|
2023
Q4 | – | Sell |
-2,620
| Closed | -$373K | – | 323 |
|
|
2023
Q3 | $373K | Buy |
2,620
+884
| +51% | +$126K | 0.04% | 191 |
|
|
2023
Q2 | $337K | Buy |
1,736
+92
| +6% | +$17.9K | 0.04% | 208 |
|
|
2023
Q1 | $397K | Buy |
1,644
+139
| +9% | +$33.5K | 0.05% | 173 |
|
|
2022
Q4 | $397K | Buy |
1,505
+493
| +49% | +$130K | 0.05% | 152 |
|
|
2022
Q3 | $220K | Buy |
+1,012
| New | +$220K | 0.04% | 170 |
|
|
2022
Q1 | – | Sell |
-545
| Closed | -$202K | – | 208 |
|
|
2021
Q4 | $202K | Buy |
+545
| New | +$202K | 0.02% | 201 |
|