WJWM
Williams Jones Wealth Management’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
3,680
-2,876
| -44% | -$232K | ﹤0.01% | 418 |
|
|
2025
Q1 | $433K | Sell |
6,556
-1,214
| -16% | -$80.1K | 0.01% | 353 |
|
|
2024
Q4 | $583K | Sell |
7,770
-3,004
| -28% | -$225K | 0.01% | 321 |
|
|
2024
Q3 | $1.07M | Sell |
10,774
-25,533
| -70% | -$2.55M | 0.01% | 255 |
|
|
2024
Q2 | $3.86M | Sell |
36,307
-5,194
| -13% | -$553K | 0.05% | 147 |
|
|
2024
Q1 | $6.4M | Sell |
41,501
-98,534
| -70% | -$15.2M | 0.08% | 120 |
|
|
2023
Q4 | $20.5M | Sell |
140,035
-211,943
| -60% | -$31M | 0.29% | 68 |
|
|
2023
Q3 | $50.9M | Sell |
351,978
-41,034
| -10% | -$5.93M | 0.78% | 35 |
|
|
2023
Q2 | $77.2M | Sell |
393,012
-64,463
| -14% | -$12.7M | 1.16% | 29 |
|
|
2023
Q1 | $113M | Buy |
457,475
+12
| +0% | +$2.96K | 1.77% | 16 |
|
|
2022
Q4 | $114M | Sell |
457,463
-8,783
| -2% | -$2.18M | 1.9% | 14 |
|
|
2022
Q3 | $101M | Sell |
466,246
-2,014
| -0.4% | -$435K | 1.75% | 17 |
|
|
2022
Q2 | $119M | Buy |
468,260
+4,960
| +1% | +$1.26M | 1.93% | 16 |
|
|
2022
Q1 | $126M | Buy |
463,300
+5,073
| +1% | +$1.38M | 1.76% | 18 |
|
|
2021
Q4 | $170M | Buy |
458,227
+4,275
| +0.9% | +$1.58M | 2.12% | 12 |
|
|
2021
Q3 | $136M | Sell |
453,952
-1,107
| -0.2% | -$332K | 1.91% | 18 |
|
|
2021
Q2 | $145M | Buy |
455,059
+7,515
| +2% | +$2.39M | 2.02% | 14 |
|
|
2021
Q1 | $130M | Buy |
447,544
+16,040
| +4% | +$4.67M | 2.04% | 14 |
|
|
2020
Q4 | $115M | Buy |
431,504
+7,462
| +2% | +$1.99M | 1.87% | 17 |
|
|
2020
Q3 | $92.5M | Buy |
424,042
+10,441
| +3% | +$2.28M | 1.71% | 20 |
|
|
2020
Q2 | $78M | Buy |
413,601
+2,143
| +0.5% | +$404K | 1.6% | 20 |
|
|
2020
Q1 | $65.6M | Buy |
411,458
+26,126
| +7% | +$4.16M | 1.71% | 18 |
|
|
2019
Q4 | $79.6M | Buy |
385,332
+25,544
| +7% | +$5.28M | 1.52% | 21 |
|
|
2019
Q3 | $71.6M | Buy |
+359,788
| New | +$71.6M | 1.47% | 23 |
|