Peak Asset Management’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,075
Closed -$211K 137
2023
Q2
$211K Hold
1,075
0.05% 132
2023
Q1
$265K Hold
1,075
0.06% 129
2022
Q4
$267K Hold
1,075
0.07% 117
2022
Q3
$232K Hold
1,075
0.07% 123
2022
Q2
$274K Hold
1,075
0.07% 113
2022
Q1
$293K Hold
1,075
0.07% 112
2021
Q4
$398K Hold
1,075
0.09% 100
2021
Q3
$322K Sell
1,075
-581
-35% -$174K 0.08% 111
2021
Q2
$527K Hold
1,656
0.13% 91
2021
Q1
$482K Hold
1,656
0.12% 103
2020
Q4
$441K Hold
1,656
0.12% 98
2020
Q3
$361K Hold
1,656
0.11% 97
2020
Q2
$312K Hold
1,656
0.1% 95
2020
Q1
$264K Buy
+1,656
New +$264K 0.1% 89
2018
Q2
Sell
-1,371
Closed -$205K 130
2018
Q1
$205K Buy
+1,371
New +$205K 0.08% 123