Wunderlich Capital Managemnt’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,991
| Closed | -$2.22M | – | 94 |
|
|
2023
Q1 | $2.22M | Sell |
8,991
-21
| -0.2% | -$5.18K | 1.15% | 43 |
|
|
2022
Q4 | $2.24M | Buy |
9,012
+3
| +0% | +$744 | 1.25% | 41 |
|
|
2022
Q3 | $1.95M | Buy |
9,009
+280
| +3% | +$60.5K | 1.24% | 38 |
|
|
2022
Q2 | $2.22M | Buy |
8,729
+449
| +5% | +$114K | 1.3% | 31 |
|
|
2022
Q1 | $2.26M | Buy |
8,280
+47
| +0.6% | +$12.8K | 1.06% | 47 |
|
|
2021
Q4 | $3.05M | Sell |
8,233
-176
| -2% | -$65.2K | 1.36% | 33 |
|
|
2021
Q3 | $2.52M | Sell |
8,409
-428
| -5% | -$128K | 1.22% | 40 |
|
|
2021
Q2 | $2.81M | Sell |
8,837
-240
| -3% | -$76.3K | 1.42% | 27 |
|
|
2021
Q1 | $2.64M | Sell |
9,077
-254
| -3% | -$73.9K | 1.44% | 28 |
|
|
2020
Q4 | $2.48M | Sell |
9,331
-59
| -0.6% | -$15.7K | 1.38% | 27 |
|
|
2020
Q3 | $2.05M | Buy |
9,390
+18
| +0.2% | +$3.93K | 1.27% | 29 |
|
|
2020
Q2 | $1.77M | Buy |
9,372
+6
| +0.1% | +$1.13K | 1.24% | 30 |
|
|
2020
Q1 | $1.49M | Sell |
9,366
-664
| -7% | -$106K | 1.23% | 32 |
|
|
2019
Q4 | $2.07M | Sell |
10,030
-206
| -2% | -$42.6K | 1.31% | 34 |
|
|
2019
Q3 | $2.04M | Sell |
10,236
-24
| -0.2% | -$4.77K | 1.4% | 30 |
|
|
2019
Q2 | $1.88M | Buy |
10,260
+297
| +3% | +$54.4K | 1.25% | 40 |
|
|
2019
Q1 | $1.65M | Sell |
9,963
-63
| -0.6% | -$10.4K | 1.15% | 45 |
|
|
2018
Q4 | $1.3M | Buy |
+10,026
| New | +$1.3M | 1% | 52 |
|