Oak Harvest Investment Services’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,426
| Closed | -$5.03M | – | 115 |
|
|
2023
Q1 | $5.03M | Sell |
20,426
-661
| -3% | -$163K | 1.16% | 32 |
|
|
2022
Q4 | $5.23M | Sell |
21,087
-649
| -3% | -$161K | 1.36% | 29 |
|
|
2022
Q3 | $4.69M | Buy |
21,736
+2,959
| +16% | +$639K | 1.25% | 36 |
|
|
2022
Q2 | $4.78M | Buy |
18,777
+1,878
| +11% | +$478K | 1.29% | 35 |
|
|
2022
Q1 | $4.6M | Buy |
16,899
+1,014
| +6% | +$276K | 1.14% | 42 |
|
|
2021
Q4 | $5.88M | Buy |
15,885
+1,543
| +11% | +$571K | 1.46% | 27 |
|
|
2021
Q3 | $4.3M | Buy |
14,342
+1,509
| +12% | +$453K | 1.25% | 37 |
|
|
2021
Q2 | $4.08M | Buy |
12,833
+1,673
| +15% | +$532K | 1.35% | 34 |
|
|
2021
Q1 | $3.25M | Sell |
11,160
-3,749
| -25% | -$1.09M | 1.24% | 35 |
|
|
2020
Q4 | $3.97M | Buy |
+14,909
| New | +$3.97M | 1.7% | 24 |
|