Waverly 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 | – | Sell |
-3,968
| Closed | -$262K | – | 1193 |
|
|
2025
Q1 | $262K | Sell |
3,968
-363
| -8% | -$24K | ﹤0.01% | 970 |
|
|
2024
Q4 | $325K | Buy |
+4,331
| New | +$325K | 0.01% | 798 |
|
|
2023
Q4 | – | Sell |
-2,077
| Closed | -$300K | – | 447 |
|
|
2023
Q3 | $300K | Buy |
2,077
+45
| +2% | +$6.51K | 0.01% | 322 |
|
|
2023
Q2 | $399K | Buy |
2,032
+1,199
| +144% | +$235K | 0.02% | 265 |
|
|
2023
Q1 | $205K | Buy |
+833
| New | +$205K | 0.01% | 276 |
|
|
2018
Q1 | – | Sell |
-94
| Closed | -$12K | – | 242 |
|
|
2017
Q4 | $12K | Buy |
+94
| New | +$12K | ﹤0.01% | 314 |
|