Forum Financial Management’s Estee Lauder EL Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$241K	Sell
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