Wealthspire Advisors (New York)’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 | $983K | Buy |
12,167
+280
| +2% | +$22.6K | 0.01% | 387 |
|
|
2025
Q1 | $785K | Sell |
11,887
-134
| -1% | -$8.84K | ﹤0.01% | 433 |
|
|
2024
Q4 | $901K | Buy |
12,021
+19
| +0.2% | +$1.43K | 0.01% | 389 |
|
|
2024
Q3 | $1.2M | Buy |
12,002
+96
| +0.8% | +$9.57K | 0.01% | 342 |
|
|
2024
Q2 | $1.27M | Sell |
11,906
-138
| -1% | -$14.7K | 0.02% | 273 |
|
|
2024
Q1 | $1.86M | Sell |
12,044
-582
| -5% | -$89.7K | 0.02% | 214 |
|
|
2023
Q4 | $1.85M | Buy |
12,626
+159
| +1% | +$23.3K | 0.03% | 209 |
|
|
2023
Q3 | $1.8M | Sell |
12,467
-88
| -0.7% | -$12.7K | 0.03% | 182 |
|
|
2023
Q2 | $2.47M | Buy |
12,555
+239
| +2% | +$46.9K | 0.04% | 134 |
|
|
2023
Q1 | $3.04M | Buy |
12,316
+10,940
| +795% | +$2.7M | 0.05% | 122 |
|
|
2022
Q4 | $341K | Buy |
+1,376
| New | +$341K | 0.01% | 435 |
|
|
2022
Q3 | – | Sell |
-825
| Closed | -$210K | – | 522 |
|
|
2022
Q2 | $210K | Sell |
825
-109
| -12% | -$27.7K | ﹤0.01% | 465 |
|
|
2022
Q1 | $254K | Sell |
934
-709
| -43% | -$193K | 0.01% | 380 |
|
|
2021
Q4 | $608K | Sell |
1,643
-11,270
| -87% | -$4.17M | 0.01% | 292 |
|
|
2021
Q3 | $3.87M | Buy |
12,913
+12,004
| +1,321% | +$3.6M | 0.08% | 107 |
|
|
2021
Q2 | $289K | Sell |
909
-2,745
| -75% | -$873K | 0.01% | 298 |
|
|
2021
Q1 | $1.06M | Buy |
3,654
+587
| +19% | +$171K | 0.03% | 257 |
|
|
2020
Q4 | $816K | Buy |
3,067
+726
| +31% | +$193K | 0.02% | 231 |
|
|
2020
Q3 | $511K | Buy |
2,341
+318
| +16% | +$69.4K | 0.03% | 177 |
|
|
2020
Q2 | $382K | Sell |
2,023
-2,152
| -52% | -$406K | 0.03% | 179 |
|
|
2020
Q1 | $665K | Buy |
+4,175
| New | +$665K | 0.03% | 255 |
|
|
2019
Q1 | – | Sell |
-156
| Closed | -$20K | – | 266 |
|
|
2018
Q4 | $20K | Buy |
+156
| New | +$20K | ﹤0.01% | 336 |
|