Paladin Advisory Group’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 | $40.1K | Sell |
496
-124
| -20% | -$10K | 0.03% | 149 |
|
2025
Q1 | $40.9K | Sell |
620
-167
| -21% | -$11K | 0.03% | 158 |
|
2024
Q4 | $59K | Hold |
787
| – | – | 0.05% | 142 |
|
2024
Q3 | $78.5K | Hold |
787
| – | – | 0.06% | 129 |
|
2024
Q2 | $82.9K | Sell |
787
-138
| -15% | -$14.5K | 0.06% | 119 |
|
2024
Q1 | $141K | Hold |
925
| – | – | 0.11% | 101 |
|
2023
Q4 | $135K | Hold |
925
| – | – | 0.11% | 103 |
|
2023
Q3 | $134K | Hold |
925
| – | – | 0.11% | 105 |
|
2023
Q2 | $182K | Hold |
925
| – | – | 0.15% | 97 |
|
2023
Q1 | $228K | Buy |
+925
| New | +$228K | 0.19% | 86 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 71 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 71 |
|
2022
Q2 | – | Sell |
-925
| Closed | -$253K | – | 73 |
|
2022
Q1 | $253K | Buy |
+925
| New | +$253K | 0.21% | 83 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 69 |
|