This is very important, the estimates that led me to buy some stocks would now strongly suggest a sell. It’s important to revisit the assumptions in those models after some time (and especially if the price has grown a lot) and decide if the new value is justified by revised earning potential or if it has become a sell.
I’ve spent ~2hrs updating my models for ASML and TSMC recently and they only have about 6 SKUs, I can’t imagine doing that for 30 companies with many more products.