Sage Private Wealth Group’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $225K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $273K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $346K | Sell |
|
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $526K | Sell |
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|
2021
Q3 | $430K | Sell |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $424K | Sell |
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|
2020
Q4 | $403K | Buy |
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