Savant Capital’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 | – | Sell |
-6,486
| Closed | -$428K | – | 1874 |
|
|
2025
Q1 | $428K | Sell |
6,486
-11,992
| -65% | -$791K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $1.39M | Buy |
+18,478
| New | +$1.39M | 0.01% | 550 |
|
|
2024
Q2 | – | Sell |
-1,759
| Closed | -$271K | – | 1280 |
|
|
2024
Q1 | $271K | Buy |
1,759
+279
| +19% | +$43K | ﹤0.01% | 932 |
|
|
2023
Q4 | $216K | Buy |
+1,480
| New | +$216K | ﹤0.01% | 798 |
|
|
2023
Q3 | – | Sell |
-1,374
| Closed | -$270K | – | 805 |
|
|
2023
Q2 | $270K | Sell |
1,374
-246
| -15% | -$48.3K | ﹤0.01% | 672 |
|
|
2023
Q1 | $399K | Buy |
1,620
+533
| +49% | +$131K | 0.01% | 520 |
|
|
2022
Q4 | $270K | Sell |
1,087
-374
| -26% | -$92.8K | 0.01% | 491 |
|
|
2022
Q3 | $315K | Sell |
1,461
-152
| -9% | -$32.8K | 0.01% | 413 |
|
|
2022
Q2 | $411K | Buy |
1,613
+657
| +69% | +$167K | 0.01% | 373 |
|
|
2022
Q1 | $261K | Sell |
956
-201
| -17% | -$54.9K | 0.01% | 482 |
|
|
2021
Q4 | $429K | Buy |
1,157
+228
| +25% | +$84.5K | 0.01% | 385 |
|
|
2021
Q3 | $279K | Buy |
929
+22
| +2% | +$6.61K | 0.01% | 438 |
|
|
2021
Q2 | $288K | Buy |
907
+25
| +3% | +$7.94K | 0.01% | 410 |
|
|
2021
Q1 | $257K | Buy |
882
+29
| +3% | +$8.45K | 0.01% | 396 |
|
|
2020
Q4 | $227K | Buy |
+853
| New | +$227K | 0.01% | 397 |
|
|
2016
Q2 | – | Sell |
-2,145
| Closed | -$202K | – | 255 |
|
|
2016
Q1 | $202K | Sell |
2,145
-797
| -27% | -$75.1K | 0.06% | 224 |
|
|
2015
Q4 | $259K | Buy |
+2,942
| New | +$259K | 0.08% | 186 |
|