Peterson Wealth Services’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 | $1.04K | Sell |
13
-1,648
| -99% | -$131K | ﹤0.01% | 206 |
|
|
2025
Q1 | $110K | Buy |
1,661
+155
| +10% | +$10.2K | 0.03% | 140 |
|
|
2024
Q4 | $113K | Buy |
1,506
+134
| +10% | +$10K | 0.03% | 137 |
|
|
2024
Q3 | $137K | Buy |
+1,372
| New | +$137K | 0.04% | 138 |
|
|
2023
Q2 | – | Sell |
-974
| Closed | -$240K | – | 90 |
|
|
2023
Q1 | $240K | Buy |
974
+164
| +20% | +$40.4K | 0.12% | 88 |
|
|
2022
Q4 | $201K | Sell |
810
-131
| -14% | -$32.5K | 0.12% | 89 |
|
|
2022
Q3 | $203K | Buy |
941
+94
| +11% | +$20.3K | 0.14% | 83 |
|
|
2022
Q2 | $216K | Buy |
847
+41
| +5% | +$10.5K | 0.16% | 83 |
|
|
2022
Q1 | $220K | Buy |
806
+123
| +18% | +$33.6K | 0.14% | 85 |
|
|
2021
Q4 | $253K | Buy |
+683
| New | +$253K | 0.17% | 77 |
|