Pinnacle Wealth Planning Services’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,767
| Closed | -$272K | – | 524 |
|
|
2024
Q1 | $272K | Buy |
1,767
+168
| +11% | +$25.9K | 0.04% | 327 |
|
|
2023
Q4 | $234K | Buy |
1,599
+131
| +9% | +$19.2K | 0.04% | 347 |
|
|
2023
Q3 | $212K | Sell |
1,468
-321
| -18% | -$46.4K | 0.04% | 348 |
|
|
2023
Q2 | $351K | Sell |
1,789
-1,299
| -42% | -$255K | 0.06% | 232 |
|
|
2023
Q1 | $761K | Buy |
3,088
+42
| +1% | +$10.4K | 0.13% | 119 |
|
|
2022
Q4 | $756K | Buy |
3,046
+1,578
| +107% | +$391K | 0.13% | 107 |
|
|
2022
Q3 | $317K | Sell |
1,468
-525
| -26% | -$113K | 0.06% | 223 |
|
|
2022
Q2 | $507K | Buy |
1,993
+233
| +13% | +$59.3K | 0.09% | 150 |
|
|
2022
Q1 | $479K | Buy |
1,760
+398
| +29% | +$108K | 0.09% | 170 |
|
|
2021
Q4 | $504K | Buy |
1,362
+83
| +6% | +$30.7K | 0.1% | 149 |
|
|
2021
Q3 | $383K | Buy |
1,279
+22
| +2% | +$6.59K | 0.08% | 192 |
|
|
2021
Q2 | $400K | Buy |
1,257
+3
| +0.2% | +$955 | 0.09% | 170 |
|
|
2021
Q1 | $365K | Buy |
1,254
+147
| +13% | +$42.8K | 0.09% | 179 |
|
|
2020
Q4 | $294K | Buy |
1,107
+60
| +6% | +$15.9K | 0.07% | 198 |
|
|
2020
Q3 | $228K | Buy |
+1,047
| New | +$228K | 0.08% | 206 |
|
|
2020
Q2 | – | Sell |
-1,280
| Closed | -$203K | – | 277 |
|
|
2020
Q1 | $203K | Buy |
1,280
+122
| +11% | +$19.3K | 0.1% | 193 |
|
|
2019
Q4 | $239K | Buy |
1,158
+134
| +13% | +$27.7K | 0.11% | 182 |
|
|
2019
Q3 | $203K | Buy |
+1,024
| New | +$203K | 0.11% | 180 |
|