SWA
SOA Wealth Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Sell |
1,479
-1,220
| -45% | -$98.6K | 0.02% | 260 |
|
|
2025
Q1 | $178K | Buy |
2,699
+100
| +4% | +$6.6K | 0.04% | 202 |
|
|
2024
Q4 | $195K | Hold |
2,599
| – | – | 0.04% | 185 |
|
|
2024
Q3 | $259K | Hold |
2,599
| – | – | 0.05% | 158 |
|
|
2024
Q2 | $277K | Sell |
2,599
-146
| -5% | -$15.5K | 0.06% | 148 |
|
|
2024
Q1 | $423K | Hold |
2,745
| – | – | 0.09% | 118 |
|
|
2023
Q4 | $401K | Hold |
2,745
| – | – | 0.09% | 115 |
|
|
2023
Q3 | $397K | Hold |
2,745
| – | – | 0.1% | 108 |
|
|
2023
Q2 | $539K | Hold |
2,745
| – | – | 0.13% | 91 |
|
|
2023
Q1 | $677K | Hold |
2,745
| – | – | 0.17% | 69 |
|
|
2022
Q4 | $681K | Hold |
2,745
| – | – | 0.18% | 67 |
|
|
2022
Q3 | $592K | Hold |
2,745
| – | – | 0.18% | 71 |
|
|
2022
Q2 | $699K | Sell |
2,745
-12
| -0.4% | -$3.06K | 0.21% | 71 |
|
|
2022
Q1 | $750K | Hold |
2,757
| – | – | 0.18% | 80 |
|
|
2021
Q4 | $1.01M | Hold |
2,757
| – | – | 0.25% | 67 |
|
|
2021
Q3 | $826K | Hold |
2,757
| – | – | 0.21% | 72 |
|
|
2021
Q2 | $876K | Sell |
2,757
-10
| -0.4% | -$3.18K | 0.23% | 72 |
|
|
2021
Q1 | $804K | Buy |
2,767
+11
| +0.4% | +$3.2K | 0.22% | 72 |
|
|
2020
Q4 | $783K | Buy |
+2,756
| New | +$783K | 0.21% | 69 |
|