RSWM
Robertson Stephens Wealth Management’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,398
| Closed | -$216K | – | 501 |
|
|
2024
Q1 | $216K | Sell |
1,398
-9
| -0.6% | -$1.39K | 0.01% | 471 |
|
|
2023
Q4 | $206K | Sell |
1,407
-8
| -0.6% | -$1.17K | 0.01% | 429 |
|
|
2023
Q3 | $205K | Buy |
1,415
+8
| +0.6% | +$1.16K | 0.01% | 431 |
|
|
2023
Q2 | $276K | Sell |
1,407
-36
| -2% | -$7.07K | 0.02% | 364 |
|
|
2023
Q1 | $356K | Buy |
1,443
+39
| +3% | +$9.61K | 0.03% | 341 |
|
|
2022
Q4 | $348K | Sell |
1,404
-19
| -1% | -$4.71K | 0.03% | 308 |
|
|
2022
Q3 | $307K | Buy |
1,423
+3
| +0.2% | +$647 | 0.03% | 275 |
|
|
2022
Q2 | $361K | Sell |
1,420
-149
| -9% | -$37.9K | 0.03% | 276 |
|
|
2022
Q1 | $427K | Buy |
1,569
+39
| +3% | +$10.6K | 0.04% | 265 |
|
|
2021
Q4 | $566K | Sell |
1,530
-164
| -10% | -$60.7K | 0.05% | 247 |
|
|
2021
Q3 | $508K | Buy |
1,694
+156
| +10% | +$46.8K | 0.06% | 204 |
|
|
2021
Q2 | $489K | Sell |
1,538
-18
| -1% | -$5.72K | 0.06% | 210 |
|
|
2021
Q1 | $452K | Buy |
+1,556
| New | +$452K | 0.07% | 186 |
|