Williams Jones Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
|
|||||
|
2025
Q1 | $433K | Sell |
|
|||||
|
2024
Q4 | $583K | Sell |
|
|||||
|
2024
Q3 | $1.07M | Sell |
|
|||||
|
2024
Q2 | $3.86M | Sell |
|
|||||
|
2024
Q1 | $6.4M | Sell |
|
|||||
|
2023
Q4 | $20.5M | Sell |
|
|||||
|
2023
Q3 | $50.9M | Sell |
|
|||||
|
2023
Q2 | $77.2M | Sell |
|
|||||
|
2023
Q1 | $113M | Buy |
|
|||||
|
2022
Q4 | $114M | Sell |
|
|||||
|
2022
Q3 | $101M | Sell |
|
|||||
|
2022
Q2 | $119M | Buy |
|
|||||
|
2022
Q1 | $126M | Buy |
|
|||||
|
2021
Q4 | $170M | Buy |
|
|||||
|
2021
Q3 | $136M | Sell |
|
|||||
|
2021
Q2 | $145M | Buy |
|
|||||
|
2021
Q1 | $130M | Buy |
|
|||||
|
2020
Q4 | $115M | Buy |
|
|||||
|
2020
Q3 | $92.5M | Buy |
|
|||||
|
2020
Q2 | $78M | Buy |
|
|||||
|
2020
Q1 | $65.6M | Buy |
|
|||||
|
2019
Q4 | $79.6M | Buy |
|
|||||
|
2019
Q3 | $71.6M | Buy |
|