Valeo Financial Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,806
| Closed | -$294K | – | 793 |
|
|
2025
Q4 | $294K | Buy |
2,806
+117
| +4% | +$11.4K | 0.01% | 635 |
|
|
2025
Q3 | $237K | Sell |
2,689
-236
| -8% | -$21K | 0.01% | 694 |
|
|
2025
Q2 | $236K | Buy |
+2,925
| New | +$188K | 0.01% | 651 |
|
|
2024
Q2 | – | Sell |
-1,727
| Closed | -$254K | – | 693 |
|
|
2024
Q1 | $254K | Buy |
+1,727
| New | +$245K | 0.01% | 551 |
|
|
2023
Q4 | – | Sell |
-2,615
| Closed | -$378K | – | 679 |
|
|
2023
Q3 | $378K | Buy |
2,615
+1,021
| +64% | +$170K | 0.02% | 399 |
|
|
2023
Q2 | $313K | Buy |
1,594
+192
| +14% | +$40.7K | 0.01% | 422 |
|
|
2023
Q1 | $345K | Buy |
1,402
+494
| +54% | +$126K | 0.02% | 405 |
|
|
2022
Q4 | $225K | Buy |
+908
| New | +$203K | 0.01% | 454 |
|
|
2021
Q2 | – | Sell |
-183
| Closed | -$53K | – | 884 |
|
|
2021
Q1 | $53K | Buy |
183
+20
| +12% | +$5.48K | ﹤0.01% | 845 |
|
|
2020
Q4 | $43K | Buy |
163
+36
| +28% | +$8.66K | ﹤0.01% | 823 |
|
|
2020
Q3 | $28K | Sell |
127
-192
| -60% | -$39.5K | ﹤0.01% | 833 |
|
|
2020
Q2 | $60K | Buy |
319
+168
| +111% | +$30K | 0.01% | 655 |
|
|
2020
Q1 | $25K | Sell |
151
-24
| -14% | -$4.63K | ﹤0.01% | 827 |
|
|
2019
Q4 | $36K | Sell |
175
-163
| -48% | -$31.7K | ﹤0.01% | 762 |
|
|
2019
Q3 | $67K | Hold |
338
| – | – | 0.01% | 523 |
|
|
2019
Q2 | $62K | Sell |
338
-22
| -6% | -$3.76K | 0.01% | 542 |
|
|
2019
Q1 | $60K | Sell |
360
-246
| -41% | -$36.1K | 0.01% | 521 |
|
|
2018
Q4 | $79K | Sell |
606
-19
| -3% | -$2.58K | 0.01% | 415 |
|
|
2018
Q3 | $84K | Sell |
625
-50
| -7% | -$6.94K | 0.01% | 437 |
|
|
2018
Q2 | $89K | Buy |
675
+27
| +4% | +$4K | 0.01% | 418 |
|
|
2018
Q1 | $97K | Buy |
648
+18
| +3% | +$2.49K | 0.02% | 373 |
|
|
2017
Q4 | $80K | Buy |
630
+555
| +740% | +$66.7K | 0.01% | 381 |
|
|
2017
Q3 | $8K | Buy |
+75
| New | +$7.7K | ﹤0.01% | 752 |
|
Other funds holding EL
VCM
VPM
IFP