Univest Financial’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-95,177
| Closed | -$9.49M | – | 281 |
|
|
2024
Q3 | $9.49M | Buy |
95,177
+55,116
| +138% | +$5.49M | 0.63% | 40 |
|
|
2024
Q2 | $4.26M | Sell |
40,061
-288
| -0.7% | -$30.6K | 1.18% | 26 |
|
|
2024
Q1 | $6.22M | Buy |
40,349
+29,320
| +266% | +$4.52M | 1.75% | 16 |
|
|
2023
Q4 | $1.61M | Sell |
11,029
-20,054
| -65% | -$2.93M | 0.48% | 47 |
|
|
2023
Q3 | $4.49M | Buy |
31,083
+16,640
| +115% | +$2.41M | 1.5% | 23 |
|
|
2023
Q2 | $2.84M | Buy |
+14,443
| New | +$2.84M | 0.86% | 43 |
|