Circle Wealth Management’s Estee Lauder EL Stock Holding History

Circle Wealth Management’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$420K	Sell
2025 Q2	$415K	Buy
2025 Q1	$335K	Buy
2021 Q1	–	Sell
2020 Q4	$253K	Sell
2020 Q3	$243K	Sell
2020 Q2	$220K	Buy
2020 Q1	–	Sell
2019 Q4	$252K	Buy