CWMK
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Caliber Wealth Management (Kansas)’s Estee Lauder EL Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$369K Sell
4,568
-12,362
-73% -$999K 0.04% 211
2025
Q1 		$1.12M Buy
+16,930
New +$1.12M 0.15% 122