Valeo 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 | $236K | Buy |
+2,925
| New | +$236K | 0.01% | 646 |
|
|
2024
Q2 | – | Sell |
-1,727
| Closed | -$254K | – | 668 |
|
|
2024
Q1 | $254K | Buy |
+1,727
| New | +$254K | 0.01% | 551 |
|
|
2023
Q4 | – | Sell |
-2,615
| Closed | -$378K | – | 645 |
|
|
2023
Q3 | $378K | Buy |
2,615
+1,021
| +64% | +$148K | 0.02% | 399 |
|
|
2023
Q2 | $313K | Buy |
1,594
+192
| +14% | +$37.7K | 0.01% | 422 |
|
|
2023
Q1 | $345K | Buy |
1,402
+494
| +54% | +$122K | 0.02% | 405 |
|
|
2022
Q4 | $225K | Buy |
+908
| New | +$225K | 0.01% | 454 |
|
|
2021
Q2 | – | Sell |
-183
| Closed | -$53K | – | 809 |
|
|
2021
Q1 | $53K | Buy |
183
+20
| +12% | +$5.79K | ﹤0.01% | 810 |
|
|
2020
Q4 | $43K | Buy |
163
+36
| +28% | +$9.5K | ﹤0.01% | 804 |
|
|
2020
Q3 | $28K | Sell |
127
-192
| -60% | -$42.3K | ﹤0.01% | 804 |
|
|
2020
Q2 | $60K | Buy |
319
+168
| +111% | +$31.6K | 0.01% | 626 |
|
|
2020
Q1 | $25K | Sell |
151
-24
| -14% | -$3.97K | ﹤0.01% | 798 |
|
|
2019
Q4 | $36K | Sell |
175
-163
| -48% | -$33.5K | ﹤0.01% | 750 |
|
|
2019
Q3 | $67K | Hold |
338
| – | – | 0.01% | 521 |
|
|
2019
Q2 | $62K | Sell |
338
-22
| -6% | -$4.04K | 0.01% | 541 |
|
|
2019
Q1 | $60K | Sell |
360
-246
| -41% | -$41K | 0.01% | 517 |
|
|
2018
Q4 | $79K | Sell |
606
-19
| -3% | -$2.48K | 0.01% | 413 |
|
|
2018
Q3 | $84K | Sell |
625
-50
| -7% | -$6.72K | 0.01% | 435 |
|
|
2018
Q2 | $89K | Buy |
675
+27
| +4% | +$3.56K | 0.01% | 417 |
|
|
2018
Q1 | $97K | Buy |
648
+18
| +3% | +$2.69K | 0.02% | 372 |
|
|
2017
Q4 | $80K | Buy |
630
+555
| +740% | +$70.5K | 0.01% | 381 |
|
|
2017
Q3 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 746 |
|