Strategic Wealth Partners’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 | $1.13K | Buy |
+14
| New | +$1.13K | ﹤0.01% | 1039 |
|
|
2023
Q3 | – | Sell |
-6,493
| Closed | -$1.28M | – | 287 |
|
|
2023
Q2 | $1.28M | Buy |
6,493
+1,341
| +26% | +$263K | 0.16% | 140 |
|
|
2023
Q1 | $1.27M | Sell |
5,152
-314
| -6% | -$77.4K | 0.19% | 119 |
|
|
2022
Q4 | $1.36M | Buy |
5,466
+3,818
| +232% | +$947K | 0.25% | 106 |
|
|
2022
Q3 | $356K | Sell |
1,648
-418
| -20% | -$90.2K | 0.08% | 201 |
|
|
2022
Q2 | $526K | Sell |
2,066
-128
| -6% | -$32.6K | 0.11% | 155 |
|
|
2022
Q1 | $597K | Buy |
2,194
+159
| +8% | +$43.3K | 0.12% | 169 |
|
|
2021
Q4 | $753K | Buy |
2,035
+58
| +3% | +$21.5K | 0.14% | 164 |
|
|
2021
Q3 | $593K | Buy |
1,977
+412
| +26% | +$124K | 0.17% | 157 |
|
|
2021
Q2 | $498K | Buy |
+1,565
| New | +$498K | 0.16% | 153 |
|