SOA Wealth Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.4K | Sell |
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|
2025
Q2 | $120K | Sell |
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|
2025
Q1 | $178K | Buy |
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|
2024
Q4 | $195K | Hold |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $423K | Hold |
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|
2023
Q4 | $401K | Hold |
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|
2023
Q3 | $397K | Hold |
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|
2023
Q2 | $539K | Hold |
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|
2023
Q1 | $677K | Hold |
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|
2022
Q4 | $681K | Hold |
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|
2022
Q3 | $592K | Hold |
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|
2022
Q2 | $699K | Sell |
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|
2022
Q1 | $750K | Hold |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $826K | Hold |
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|
2021
Q2 | $876K | Sell |
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|
2021
Q1 | $804K | Buy |
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|
2020
Q4 | $783K | Buy |
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