Summit Trail 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
$1.03M Buy
2025
Q2
$367K Buy
2024
Q3
Sell
2024
Q2
$341K Buy
2024
Q1
$320K Buy
2023
Q4
$258K Buy
2023
Q3
$251K Sell
2023
Q2
$370K Buy
2023
Q1
$330K Buy
2022
Q4
$213K Buy
2022
Q3
Sell
2022
Q2
$221K Buy
2018
Q1
Sell
2017
Q4
$153K Buy