Sarah T. Connolly’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,508
| Closed | -$796K | – | 31 |
|
|
2023
Q3 | $796K | Sell |
5,508
-45
| -0.8% | -$6.51K | 0.53% | 55 |
|
|
2023
Q2 | $1.09M | Sell |
5,553
-1
| -0% | -$196 | 0.66% | 55 |
|
|
2023
Q1 | $1.37M | Sell |
5,554
-194
| -3% | -$47.8K | 0.87% | 48 |
|
|
2022
Q4 | $1.43M | Buy |
5,748
+5
| +0.1% | +$1.24K | 0.97% | 42 |
|
|
2022
Q3 | $1.24M | Sell |
5,743
-1,274
| -18% | -$275K | 0.91% | 42 |
|
|
2022
Q2 | $1.79M | Buy |
7,017
+51
| +0.7% | +$13K | 1.22% | 27 |
|
|
2022
Q1 | $1.9M | Buy |
6,966
+304
| +5% | +$82.8K | 1.11% | 37 |
|
|
2021
Q4 | $2.47M | Buy |
6,662
+2,493
| +60% | +$923K | 1.38% | 30 |
|
|
2021
Q3 | $1.25M | Sell |
4,169
-59
| -1% | -$17.7K | 1.03% | 35 |
|
|
2021
Q2 | $1.35M | Buy |
4,228
+60
| +1% | +$19.1K | 1.1% | 38 |
|
|
2021
Q1 | $1.21M | Sell |
4,168
-25
| -0.6% | -$7.27K | 1.08% | 36 |
|
|
2020
Q4 | $1.12M | Buy |
+4,193
| New | +$1.12M | 1.02% | 39 |
|