SimplyRich’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,129
| Closed | -$1.21M | – | 220 |
|
|
2024
Q3 | $1.21M | Sell |
12,129
-787
| -6% | -$78.4K | 0.34% | 71 |
|
|
2024
Q2 | $1.37M | Sell |
12,916
-884
| -6% | -$94K | 0.43% | 53 |
|
|
2024
Q1 | $2.13M | Sell |
13,800
-246
| -2% | -$37.9K | 0.69% | 35 |
|
|
2023
Q4 | $2.05M | Sell |
14,046
-433
| -3% | -$63.3K | 0.71% | 32 |
|
|
2023
Q3 | $2.09M | Sell |
14,479
-139
| -1% | -$20.1K | 1.01% | 23 |
|
|
2023
Q2 | $2.87M | Hold |
14,618
| – | – | 1.02% | 18 |
|
|
2023
Q1 | $3.6M | Hold |
14,618
| – | – | 1.35% | 14 |
|
|
2022
Q4 | $3.63M | Sell |
14,618
-29
| -0.2% | -$7.19K | 1.44% | 15 |
|
|
2022
Q3 | $3.16M | Buy |
14,647
+3
| +0% | +$648 | 1.42% | 15 |
|
|
2022
Q2 | $3.73M | Sell |
14,644
-8
| -0.1% | -$2.04K | 1.55% | 13 |
|
|
2022
Q1 | $3.99M | Sell |
14,652
-5
| -0% | -$1.36K | 1.4% | 14 |
|
|
2021
Q4 | $5.43M | Buy |
14,657
+13
| +0.1% | +$4.81K | 1.8% | 11 |
|
|
2021
Q3 | $4.39M | Hold |
14,644
| – | – | 1.6% | 13 |
|
|
2021
Q2 | $4.66M | Hold |
14,644
| – | – | 2.14% | 9 |
|
|
2021
Q1 | $4.26M | Hold |
14,644
| – | – | 1.69% | 13 |
|
|
2020
Q4 | $4M | Hold |
14,644
| – | – | 1.79% | 13 |
|
|
2020
Q3 | $3.2M | Buy |
14,644
+26
| +0.2% | +$5.67K | 1.6% | 14 |
|
|
2020
Q2 | $2.71M | Buy |
14,618
+122
| +0.8% | +$22.7K | 1.49% | 14 |
|
|
2020
Q1 | $2.4M | Hold |
14,496
| – | – | 1.6% | 14 |
|
|
2019
Q4 | $2.99M | Hold |
14,496
| – | – | 1.5% | 13 |
|
|
2019
Q3 | $2.49M | Hold |
14,496
| – | – | 1.36% | 13 |
|
|
2019
Q2 | $2.65M | Hold |
14,496
| – | – | 1.47% | 13 |
|
|
2019
Q1 | $2.4M | Hold |
14,496
| – | – | 1.95% | 11 |
|
|
2018
Q4 | $1.86M | Hold |
14,496
| – | – | 1.71% | 17 |
|
|
2018
Q3 | $2.11M | Hold |
14,496
| – | – | 1.15% | 19 |
|
|
2018
Q2 | $2.07M | Sell |
14,496
-57
| -0.4% | -$8.13K | 1.19% | 17 |
|
|
2018
Q1 | $2.18M | Buy |
14,553
+480
| +3% | +$71.9K | 1.22% | 16 |
|
|
2017
Q4 | $1.79M | Buy |
+14,073
| New | +$1.79M | 1% | 21 |
|