Venturi Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,368
| Closed | -$103K | – | 928 |
|
|
2024
Q4 | $103K | Buy |
1,368
+1,288
| +1,610% | +$96.6K | 0.01% | 770 |
|
|
2024
Q3 | $7.98K | Sell |
80
-2
| -2% | -$199 | ﹤0.01% | 1250 |
|
|
2024
Q2 | $8.73K | Buy |
82
+43
| +110% | +$4.58K | ﹤0.01% | 1130 |
|
|
2024
Q1 | $6.01K | Buy |
39
+21
| +117% | +$3.24K | ﹤0.01% | 1046 |
|
|
2023
Q4 | $2.63K | Buy |
+18
| New | +$2.63K | ﹤0.01% | 1150 |
|
|
2023
Q2 | – | Sell |
-600
| Closed | -$148K | – | 1179 |
|
|
2023
Q1 | $148K | Buy |
+600
| New | +$148K | 0.01% | 359 |
|