Principal Securities’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 | $121K | Buy |
1,492
+811
| +119% | +$65.5K | ﹤0.01% | 1458 |
|
2025
Q1 | $51.1K | Hold |
681
| – | – | ﹤0.01% | 1755 |
|
2024
Q4 | $51.1K | Sell |
681
-448
| -40% | -$33.6K | ﹤0.01% | 1754 |
|
2024
Q3 | $113K | Sell |
1,129
-2,514
| -69% | -$251K | ﹤0.01% | 1344 |
|
2024
Q2 | $388K | Buy |
3,643
+742
| +26% | +$79K | 0.01% | 797 |
|
2024
Q1 | $447K | Buy |
2,901
+1,078
| +59% | +$166K | 0.01% | 711 |
|
2023
Q4 | $267K | Buy |
+1,823
| New | +$267K | 0.01% | 837 |
|