Concurrent Investment Advisors’s Estee Lauder EL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$331K	Buy	+4,100	New	+$331K	0.01%	1010
2024 Q1	–	Sell	-5,146	Closed	-$753K	–	891
2023 Q4	$753K	Buy	+5,146	New	+$753K	0.04%	389