Ramsay Stattman Vela & Price’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 | $220K | Sell |
2,720
-825
| -23% | -$66.7K | 0.04% | 77 |
|
|
2025
Q1 | $234K | Hold |
3,545
| – | – | 0.04% | 75 |
|
|
2024
Q4 | $266K | Sell |
3,545
-150
| -4% | -$11.2K | 0.05% | 71 |
|
|
2024
Q3 | $368K | Sell |
3,695
-3,000
| -45% | -$299K | 0.07% | 68 |
|
|
2024
Q2 | $712K | Hold |
6,695
| – | – | 0.13% | 63 |
|
|
2024
Q1 | $1.03M | Hold |
6,695
| – | – | 0.2% | 61 |
|
|
2023
Q4 | $979K | Sell |
6,695
-50
| -0.7% | -$7.31K | 0.2% | 61 |
|
|
2023
Q3 | $975K | Hold |
6,745
| – | – | 0.21% | 61 |
|
|
2023
Q2 | $1.32M | Hold |
6,745
| – | – | 0.27% | 59 |
|
|
2023
Q1 | $1.66M | Hold |
6,745
| – | – | 0.36% | 55 |
|
|
2022
Q4 | $1.67M | Hold |
6,745
| – | – | 0.38% | 56 |
|
|
2022
Q3 | $1.46M | Hold |
6,745
| – | – | 0.36% | 56 |
|
|
2022
Q2 | $1.72M | Buy |
6,745
+1,120
| +20% | +$285K | 0.38% | 56 |
|
|
2022
Q1 | $1.53M | Buy |
+5,625
| New | +$1.53M | 0.3% | 63 |
|