Plante Moran Financial Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.2K | Hold |
546
| – | – | ﹤0.01% | 347 |
|
|
2025
Q4 | $57.2K | Hold |
546
| – | – | ﹤0.01% | 308 |
|
|
2025
Q3 | $48.1K | Hold |
546
| – | – | ﹤0.01% | 344 |
|
|
2025
Q2 | $44.1K | Hold |
546
| – | – | ﹤0.01% | 357 |
|
|
2025
Q1 | $36K | Sell |
546
-66
| -11% | -$4.77K | ﹤0.01% | 390 |
|
|
2024
Q4 | $45.9K | Hold |
612
| – | – | ﹤0.01% | 358 |
|
|
2024
Q3 | $61K | Hold |
612
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $65.1K | Hold |
612
| – | – | 0.01% | 299 |
|
|
2024
Q1 | $94.3K | Sell |
612
-6
| -1% | -$851 | 0.01% | 256 |
|
|
2023
Q4 | $90.4K | Buy |
618
+6
| +1% | +$796 | 0.01% | 258 |
|
|
2023
Q3 | $88.5K | Sell |
612
-42
| -6% | -$7K | 0.01% | 241 |
|
|
2023
Q2 | $128K | Buy |
654
+42
| +7% | +$8.91K | 0.02% | 204 |
|
|
2023
Q1 | $151K | Hold |
612
| – | – | 0.02% | 176 |
|
|
2022
Q4 | $152K | Sell |
612
-107
| -15% | -$23.9K | 0.02% | 181 |
|
|
2022
Q3 | $155K | Sell |
719
-8
| -1% | -$2.04K | 0.03% | 165 |
|
|
2022
Q2 | $185K | Buy |
727
+8
| +1% | +$2.03K | 0.03% | 155 |
|
|
2022
Q1 | $196K | Sell |
719
-54
| -7% | -$16.2K | 0.04% | 162 |
|
|
2021
Q4 | $286K | Buy |
773
+54
| +8% | +$18.3K | 0.05% | 144 |
|
|
2021
Q3 | $216K | Buy |
719
+107
| +17% | +$35K | 0.05% | 178 |
|
|
2021
Q2 | $195K | Sell |
612
-41
| -6% | -$12.4K | 0.05% | 176 |
|
|
2021
Q1 | $190K | Buy |
653
+134
| +26% | +$36.7K | 0.05% | 180 |
|
|
2020
Q4 | $138K | Sell |
519
-219
| -30% | -$52.7K | 0.04% | 210 |
|
|
2020
Q3 | $161K | Sell |
738
-33
| -4% | -$6.79K | 0.06% | 180 |
|
|
2020
Q2 | $145K | Sell |
771
-6
| -0.8% | -$1.07K | 0.06% | 161 |
|
|
2020
Q1 | $124K | Sell |
777
-125
| -14% | -$24.1K | 0.06% | 167 |
|
|
2019
Q4 | $186K | Buy |
902
+23
| +3% | +$4.47K | 0.06% | 161 |
|
|
2019
Q3 | $175K | Buy |
879
+1
| +0.1% | +$191 | 0.05% | 173 |
|
|
2019
Q2 | $161K | Buy |
878
+16
| +2% | +$2.73K | 0.05% | 178 |
|
|
2019
Q1 | $143K | Sell |
862
-136
| -14% | -$20K | 0.04% | 190 |
|
|
2018
Q4 | $130K | Buy |
998
+15
| +2% | +$2.04K | 0.05% | 175 |
|
|
2018
Q3 | $143K | Sell |
983
-10
| -1% | -$1.39K | 0.05% | 177 |
|
|
2018
Q2 | $142K | Sell |
993
-47
| -5% | -$6.96K | 0.07% | 193 |
|
|
2018
Q1 | $156K | Buy |
1,040
+30
| +3% | +$4.15K | 0.09% | 176 |
|
|
2017
Q4 | $129K | Buy |
1,010
+469
| +87% | +$56.3K | 0.07% | 188 |
|
|
2017
Q3 | $58K | Hold |
541
| – | – | 0.03% | 274 |
|
|
2017
Q2 | $52K | Sell |
541
-61
| -10% | -$5.6K | 0.03% | 302 |
|
|
2017
Q1 | $51K | Buy |
602
+8
| +1% | +$661 | 0.03% | 311 |
|
|
2016
Q4 | $45K | Buy |
594
+391
| +193% | +$31.8K | 0.03% | 348 |
|
|
2016
Q3 | $18K | Hold |
203
| – | – | 0.01% | 506 |
|
|
2016
Q2 | $18K | Sell |
203
-10
| -5% | -$933 | 0.01% | 444 |
|
|
2016
Q1 | $20K | Buy |
213
+69
| +48% | +$6.15K | 0.02% | 382 |
|
|
2015
Q4 | $13K | Hold |
144
| – | – | 0.01% | 523 |
|
|
2015
Q3 | $12K | Hold |
144
| – | – | 0.01% | 458 |
|
|
2015
Q2 | $12K | Hold |
144
| – | – | 0.01% | 490 |
|
|
2015
Q1 | $12K | Hold |
144
| – | – | 0.01% | 486 |
|
|
2014
Q4 | $11K | Sell |
144
-120
| -45% | -$8.86K | 0.01% | 517 |
|
|
2014
Q3 | $20K | Hold |
264
| – | – | 0.02% | 404 |
|
|
2014
Q2 | $20K | Buy |
264
+172
| +187% | +$12.6K | 0.02% | 381 |
|
|
2014
Q1 | $6K | Sell |
92
-26
| -22% | -$1.81K | 0.01% | 440 |
|
|
2013
Q4 | $9K | Hold |
118
| – | – | 0.01% | 467 |
|
|
2013
Q3 | $8K | Buy |
118
+26
| +28% | +$1.76K | ﹤0.01% | 418 |
|
|
2013
Q2 | $6K | Buy |
+92
| New | +$6.28K | ﹤0.01% | 424 |
|
Other funds holding EL
VCM
VPM
IFP