CWP
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Cyndeo Wealth Partners’s Estee Lauder EL Stock Holding History

Cyndeo Wealth Partners’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
2024
Q1 		– Sell
-5,472
Closed -$800K – 388
2023
Q4 		$800K Sell
5,472
-1,330
-20% -$177K 0.07% 205
2023
Q3 		$983K Buy
6,802
+926
+16% +$154K 0.1% 172
2023
Q2 		$1.15M Buy
5,876
+1,132
+24% +$240K 0.12% 158
2023
Q1 		$1.17M Buy
4,744
+1,491
+46% +$379K 0.13% 162
2022
Q4 		$807K Buy
+3,253
New +$727K 0.09% 182

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