CM Wealth Advisors’s Estee Lauder EL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,114	Closed	-$403K	–	104
2024 Q1	$403K	Buy	+3,114	New	+$403K	0.12%	100
2023 Q2	–	Sell	-11,570	Closed	-$2.79M	–	246
2023 Q1	$2.79M	Buy	+11,570	New	+$2.79M	0.54%	25