OneDigital 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
Q1
Sell
-3,747
Closed -$281K 1428
2024
Q4
$281K Buy
+3,747
New +$281K ﹤0.01% 1160
2023
Q3
Sell
-1,215
Closed -$239K 1006
2023
Q2
$239K Buy
1,215
+260
+27% +$51.1K 0.01% 900
2023
Q1
$235K Buy
+955
New +$235K 0.01% 856