Summit Trail Advisors’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 | $367K | Buy |
+4,537
| New | +$367K | 0.01% | 846 |
|
|
2024
Q3 | – | Sell |
-3,208
| Closed | -$341K | – | 728 |
|
|
2024
Q2 | $341K | Buy |
3,208
+1,129
| +54% | +$120K | 0.01% | 449 |
|
|
2024
Q1 | $320K | Buy |
2,079
+317
| +18% | +$48.9K | 0.01% | 438 |
|
|
2023
Q4 | $258K | Buy |
1,762
+25
| +1% | +$3.66K | 0.01% | 433 |
|
|
2023
Q3 | $251K | Sell |
1,737
-148
| -8% | -$21.4K | 0.01% | 425 |
|
|
2023
Q2 | $370K | Buy |
1,885
+546
| +41% | +$107K | 0.01% | 328 |
|
|
2023
Q1 | $330K | Buy |
1,339
+481
| +56% | +$119K | 0.01% | 300 |
|
|
2022
Q4 | $213K | Buy |
+858
| New | +$213K | 0.01% | 351 |
|
|
2022
Q3 | – | Sell |
-869
| Closed | -$221K | – | 385 |
|
|
2022
Q2 | $221K | Buy |
+869
| New | +$221K | 0.01% | 335 |
|
|
2018
Q1 | – | Sell |
-1,161
| Closed | -$153K | – | 789 |
|
|
2017
Q4 | $153K | Buy |
+1,161
| New | +$153K | 0.02% | 511 |
|