Forum Financial Management’s Estee Lauder EL Stock Holding History

Forum Financial Management’s Portfolio EL Stock Details EL Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$210K	Buy
2023 Q3	–	Sell
2023 Q2	$208K	Sell
2023 Q1	$268K	Buy
2022 Q4	$263K	Hold
2022 Q3	$229K	Sell
2022 Q2	$272K	Sell
2022 Q1	$365K	Buy
2021 Q4	$486K	Buy