Valley National Advisers’s Estee Lauder EL Stock Holding History

Valley National Advisers’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22K	Sell	281 -7	-2%	-$548	﹤0.01%	472
2025 Q1	$19K	Sell	288 -90	-24%	-$5.94K	﹤0.01%	488
2024 Q4	$28K	Sell	378 -26	-6%	-$1.93K	0.01%	417
2024 Q3	$40K	Sell	404 -25	-6%	-$2.48K	0.01%	376
2024 Q2	$45K	Sell	429 -70	-14%	-$7.34K	0.01%	404
2024 Q1	$76K	Buy	499 +44	+10%	+$6.7K	0.01%	351
2023 Q4	$66K	Sell	455 -57	-11%	-$8.27K	0.01%	363
2023 Q3	$74K	Buy	512 +37	+8%	+$5.35K	0.01%	337
2023 Q2	$94K	Sell	475 -57	-11%	-$11.3K	0.02%	313
2023 Q1	$135K	Sell	532 -6	-1%	-$1.52K	0.02%	269
2022 Q4	$141K	Sell	538 -44	-8%	-$11.5K	0.03%	268
2022 Q3	$125K	Buy	582 +25	+4%	+$5.37K	0.03%	276
2022 Q2	$144K	Buy	557 +38	+7%	+$9.82K	0.03%	252
2022 Q1	$141K	Buy	519 +4	+0.8%	+$1.09K	0.03%	259
2021 Q4	$191K	Buy	515 +81	+19%	+$30K	0.04%	230
2021 Q3	$130K	Buy	434 +13	+3%	+$3.89K	0.02%	251
2021 Q2	$134K	Buy	421 +29	+7%	+$9.23K	0.02%	250
2021 Q1	$114K	Buy	392 +32	+9%	+$9.31K	0.02%	258
2020 Q4	$96K	Hold	360	–	–	0.02%	258
2020 Q3	$79K	Hold	360	–	–	0.02%	250
2020 Q2	$68K	Buy	360 +29	+9%	+$5.48K	0.02%	258
2020 Q1	$53K	Hold	331	–	–	0.01%	281
2019 Q4	$68K	Hold	331	–	–	0.02%	284
2019 Q3	$66K	Sell	331 -110	-25%	-$21.9K	0.02%	274
2019 Q2	$81K	Hold	441	–	–	0.02%	250
2019 Q1	$73K	Hold	441	–	–	0.02%	261
2018 Q4	$57K	Hold	441	–	–	0.02%	257
2018 Q3	$64K	Hold	441	–	–	0.02%	237
2018 Q2	$63K	Hold	441	–	–	0.02%	243
2018 Q1	$66K	Sell	441 -145	-25%	-$21.7K	0.02%	230
2017 Q4	$75K	Buy	586 +6	+1%	+$768	0.03%	222
2017 Q3	$63K	Hold	580	–	–	0.02%	232
2017 Q2	$56K	Hold	580	–	–	0.02%	233
2017 Q1	$49K	Hold	580	–	–	0.02%	237
2016 Q4	$44K	Hold	580	–	–	0.02%	255
2016 Q3	$51K	Hold	580	–	–	0.03%	223
2016 Q2	$53K	Hold	580	–	–	0.03%	225
2016 Q1	$55K	Hold	580	–	–	0.03%	224
2015 Q4	$51K	Hold	580	–	–	0.03%	220
2015 Q3	$47K	Hold	580	–	–	0.03%	229
2015 Q2	$50K	Hold	580	–	–	0.03%	229
2015 Q1	$48K	Buy	+580	New	+$48K	0.03%	224