Sequoia Financial Advisors’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 | $277K | Buy |
+3,432
| New | +$277K | ﹤0.01% | 1293 |
|
|
2025
Q1 | – | Sell |
-4,780
| Closed | -$358K | – | 1379 |
|
|
2024
Q4 | $358K | Buy |
+4,780
| New | +$358K | ﹤0.01% | 937 |
|
|
2024
Q3 | – | Sell |
-2,030
| Closed | -$216K | – | 1294 |
|
|
2024
Q2 | $216K | Sell |
2,030
-38
| -2% | -$4.04K | ﹤0.01% | 1061 |
|
|
2024
Q1 | $319K | Sell |
2,068
-434
| -17% | -$66.9K | ﹤0.01% | 828 |
|
|
2023
Q4 | $366K | Buy |
2,502
+1,030
| +70% | +$151K | ﹤0.01% | 849 |
|
|
2023
Q3 | $213K | Buy |
1,472
+278
| +23% | +$40.2K | ﹤0.01% | 836 |
|
|
2023
Q2 | $234K | Sell |
1,194
-563
| -32% | -$111K | ﹤0.01% | 796 |
|
|
2023
Q1 | $433K | Buy |
1,757
+16
| +0.9% | +$3.94K | 0.01% | 507 |
|
|
2022
Q4 | $432K | Buy |
1,741
+538
| +45% | +$133K | 0.01% | 478 |
|
|
2022
Q3 | $260K | Buy |
1,203
+128
| +12% | +$27.7K | 0.01% | 431 |
|
|
2022
Q2 | $274K | Buy |
1,075
+97
| +10% | +$24.7K | 0.01% | 468 |
|
|
2022
Q1 | $267K | Buy |
978
+210
| +27% | +$57.3K | 0.01% | 535 |
|
|
2021
Q4 | $284K | Buy |
+768
| New | +$284K | 0.01% | 455 |
|