Trifecta Capital 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 | $1.37K | Buy |
+17
| New | +$1.37K | ﹤0.01% | 391 |
|
2025
Q1 | – | Sell |
-62
| Closed | -$4.65K | – | 419 |
|
2024
Q4 | $4.65K | Buy |
62
+22
| +55% | +$1.65K | ﹤0.01% | 234 |
|
2024
Q3 | $3.99K | Sell |
40
-10
| -20% | -$997 | ﹤0.01% | 249 |
|
2024
Q2 | $5.32K | Hold |
50
| – | – | ﹤0.01% | 239 |
|
2024
Q1 | $7.71K | Buy |
50
+10
| +25% | +$1.54K | ﹤0.01% | 214 |
|
2023
Q4 | $5.85K | Sell |
40
-46
| -53% | -$6.73K | ﹤0.01% | 241 |
|
2023
Q3 | $12.4K | Buy |
86
+42
| +95% | +$6.07K | ﹤0.01% | 204 |
|
2023
Q2 | $8.64K | Hold |
44
| – | – | ﹤0.01% | 206 |
|
2023
Q1 | $10.8K | Hold |
44
| – | – | ﹤0.01% | 208 |
|
2022
Q4 | $10.9K | Buy |
+44
| New | +$10.9K | ﹤0.01% | 195 |
|