True Wealth Design’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 | $7.84K | Buy |
97
+83
| +593% | +$6.71K | ﹤0.01% | 663 |
|
|
2025
Q1 | $924 | Hold |
14
| – | – | ﹤0.01% | 1288 |
|
|
2024
Q4 | $1.05K | Sell |
14
-520
| -97% | -$39K | ﹤0.01% | 925 |
|
|
2024
Q3 | $53.2K | Buy |
534
+79
| +17% | +$7.88K | 0.02% | 131 |
|
|
2024
Q2 | $48.4K | Hold |
455
| – | – | 0.01% | 164 |
|
|
2024
Q1 | $70.1K | Buy |
455
+2
| +0.4% | +$308 | 0.02% | 149 |
|
|
2023
Q4 | $66.3K | Hold |
453
| – | – | 0.02% | 142 |
|
|
2023
Q3 | $65.5K | Hold |
453
| – | – | 0.02% | 142 |
|
|
2023
Q2 | $89K | Hold |
453
| – | – | 0.03% | 129 |
|
|
2023
Q1 | $112K | Hold |
453
| – | – | 0.05% | 135 |
|
|
2022
Q4 | $112K | Buy |
+453
| New | +$112K | 0.05% | 122 |
|