Summit Financial’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,079
| Closed | -$450K | – | 392 |
|
|
2023
Q4 | $450K | Buy |
3,079
+136
| +5% | +$19.9K | 0.03% | 257 |
|
|
2023
Q3 | $425K | Sell |
2,943
-17
| -0.6% | -$2.46K | 0.03% | 255 |
|
|
2023
Q2 | $581K | Sell |
2,960
-210
| -7% | -$41.2K | 0.04% | 209 |
|
|
2023
Q1 | $781K | Buy |
3,170
+182
| +6% | +$44.9K | 0.07% | 137 |
|
|
2022
Q4 | $741K | Buy |
2,988
+155
| +5% | +$38.5K | 0.07% | 140 |
|
|
2022
Q3 | $612K | Buy |
2,833
+387
| +16% | +$83.6K | 0.06% | 151 |
|
|
2022
Q2 | $623K | Sell |
2,446
-338
| -12% | -$86.1K | 0.06% | 138 |
|
|
2022
Q1 | $758K | Buy |
2,784
+146
| +6% | +$39.8K | 0.06% | 141 |
|
|
2021
Q4 | $977K | Buy |
2,638
+664
| +34% | +$246K | 0.07% | 109 |
|
|
2021
Q3 | $592K | Buy |
1,974
+1,297
| +192% | +$389K | 0.05% | 122 |
|
|
2021
Q2 | $215K | Buy |
+677
| New | +$215K | 0.02% | 161 |
|