Winch Advisory Services’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 |
-68
| Closed | -$5.1K | – | 512 |
|
|
2024
Q4 | $5.1K | Buy |
+68
| New | +$5.1K | ﹤0.01% | 361 |
|
|
2016
Q4 | – | Sell |
-156
| Closed | -$14K | – | 273 |
|
|
2016
Q3 | $14K | Buy |
156
+1
| +0.6% | +$90 | 0.01% | 133 |
|
|
2016
Q2 | $14K | Hold |
155
| – | – | 0.02% | 123 |
|
|
2016
Q1 | $15K | Buy |
155
+1
| +0.6% | +$97 | 0.02% | 92 |
|
|
2015
Q4 | $14K | Buy |
154
+1
| +0.7% | +$91 | 0.02% | 109 |
|
|
2015
Q3 | $12K | Hold |
153
| – | – | 0.02% | 108 |
|
|
2015
Q2 | $13K | Hold |
153
| – | – | 0.01% | 163 |
|
|
2015
Q1 | $13K | Buy |
+153
| New | +$13K | 0.01% | 129 |
|
|
2014
Q4 | – | Sell |
-152
| Closed | -$11K | – | 80 |
|
|
2014
Q3 | $11K | Buy |
152
+1
| +0.7% | +$72 | 0.01% | 124 |
|
|
2014
Q2 | $11K | Hold |
151
| – | – | 0.01% | 158 |
|
|
2014
Q1 | $10K | Buy |
+151
| New | +$10K | 0.01% | 171 |
|