United Capital Financial 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 | $1.38M | Buy |
17,140
+7,990
| +87% | +$646K | 0.01% | 513 |
|
|
2025
Q1 | $604K | Sell |
9,150
-3,230
| -26% | -$213K | 0.01% | 683 |
|
|
2024
Q4 | $928K | Buy |
12,380
+3,909
| +46% | +$293K | 0.01% | 560 |
|
|
2024
Q3 | $844K | Sell |
8,471
-1,916
| -18% | -$191K | 0.01% | 587 |
|
|
2024
Q2 | $1.11M | Sell |
10,387
-3,875
| -27% | -$412K | 0.01% | 503 |
|
|
2024
Q1 | $2.2M | Buy |
14,262
+2,775
| +24% | +$428K | 0.02% | 409 |
|
|
2023
Q4 | $1.68M | Sell |
11,487
-4,652
| -29% | -$680K | 0.01% | 450 |
|
|
2023
Q3 | $2.33M | Sell |
16,139
-10,006
| -38% | -$1.45M | 0.02% | 404 |
|
|
2023
Q2 | $5.13M | Sell |
26,145
-10,380
| -28% | -$2.04M | 0.03% | 309 |
|
|
2023
Q1 | $9M | Sell |
36,525
-8,215
| -18% | -$2.02M | 0.05% | 249 |
|
|
2022
Q4 | $11.1M | Sell |
44,740
-17,103
| -28% | -$4.24M | 0.06% | 236 |
|
|
2022
Q3 | $13.4M | Sell |
61,843
-1,322
| -2% | -$285K | 0.08% | 207 |
|
|
2022
Q2 | $16.1M | Buy |
63,165
+8,900
| +16% | +$2.27M | 0.09% | 198 |
|
|
2022
Q1 | $14.8M | Buy |
54,265
+919
| +2% | +$250K | 0.07% | 224 |
|
|
2021
Q4 | $19.7M | Buy |
53,346
+10,006
| +23% | +$3.7M | 0.09% | 199 |
|
|
2021
Q3 | $13M | Buy |
43,340
+20,619
| +91% | +$6.18M | 0.07% | 249 |
|
|
2021
Q2 | $7.23M | Buy |
22,721
+1,208
| +6% | +$384K | 0.04% | 316 |
|
|
2021
Q1 | $6.26M | Buy |
21,513
+1,917
| +10% | +$558K | 0.03% | 329 |
|
|
2020
Q4 | $5.22M | Buy |
19,596
+12,068
| +160% | +$3.21M | 0.03% | 345 |
|
|
2020
Q3 | $1.64M | Buy |
7,528
+759
| +11% | +$166K | 0.01% | 545 |
|
|
2020
Q2 | $1.28M | Buy |
6,769
+1,169
| +21% | +$221K | 0.01% | 597 |
|
|
2020
Q1 | $892K | Sell |
5,600
-2,095
| -27% | -$334K | 0.01% | 657 |
|
|
2019
Q4 | $1.59M | Buy |
7,695
+3,102
| +68% | +$641K | 0.01% | 643 |
|
|
2019
Q3 | $914K | Sell |
4,593
-3,040
| -40% | -$605K | 0.01% | 767 |
|
|
2019
Q2 | $1.4M | Buy |
7,633
+494
| +7% | +$90.5K | 0.01% | 704 |
|
|
2019
Q1 | $1.18M | Sell |
7,139
-1,011
| -12% | -$167K | 0.01% | 726 |
|
|
2018
Q4 | $1.06M | Sell |
8,150
-248
| -3% | -$32.3K | 0.01% | 701 |
|
|
2018
Q3 | $1.22M | Sell |
8,398
-341
| -4% | -$49.5K | 0.01% | 722 |
|
|
2018
Q2 | $1.25M | Sell |
8,739
-4,548
| -34% | -$649K | 0.01% | 710 |
|
|
2018
Q1 | $1.99M | Sell |
13,287
-27,383
| -67% | -$4.1M | 0.02% | 588 |
|
|
2017
Q4 | $5.2M | Buy |
40,670
+25,562
| +169% | +$3.27M | 0.04% | 406 |
|
|
2017
Q3 | $1.63M | Buy |
15,108
+200
| +1% | +$21.6K | 0.01% | 632 |
|
|
2017
Q2 | $1.43M | Sell |
14,908
-14,492
| -49% | -$1.39M | 0.01% | 662 |
|
|
2017
Q1 | $2.49M | Buy |
29,400
+18,644
| +173% | +$1.58M | 0.02% | 508 |
|
|
2016
Q4 | $823K | Buy |
10,756
+556
| +5% | +$42.5K | 0.01% | 797 |
|
|
2016
Q3 | $903K | Sell |
10,200
-390
| -4% | -$34.5K | 0.01% | 798 |
|
|
2016
Q2 | $964K | Buy |
10,590
+652
| +7% | +$59.4K | 0.01% | 744 |
|
|
2016
Q1 | $937K | Buy |
9,938
+2,305
| +30% | +$217K | 0.01% | 712 |
|
|
2015
Q4 | $672K | Sell |
7,633
-808
| -10% | -$71.1K | 0.01% | 807 |
|
|
2015
Q3 | $681K | Sell |
8,441
-559
| -6% | -$45.1K | 0.01% | 805 |
|
|
2015
Q2 | $780K | Sell |
9,000
-240
| -3% | -$20.8K | 0.01% | 776 |
|
|
2015
Q1 | $751K | Buy |
9,240
+2,394
| +35% | +$195K | 0.01% | 793 |
|
|
2014
Q4 | $522K | Buy |
6,846
+1,772
| +35% | +$135K | 0.01% | 810 |
|
|
2014
Q3 | $379K | Buy |
+5,074
| New | +$379K | 0.01% | 869 |
|
|
2014
Q2 | – | Sell |
-4,159
| Closed | -$278K | – | 829 |
|
|
2014
Q1 | $278K | Buy |
+4,159
| New | +$278K | 0.01% | 796 |
|
|
2013
Q4 | – | Sell |
-3,617
| Closed | -$253K | – | 676 |
|
|
2013
Q3 | $253K | Buy |
+3,617
| New | +$253K | 0.01% | 590 |
|