GeoWealth Management’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
$139K Buy
1,721
+1,142
+197% +$92.3K 0.01% 741
2025
Q1
$38.2K Buy
579
+253
+78% +$16.7K ﹤0.01% 923
2024
Q4
$24.4K Sell
326
-645
-66% -$48.4K ﹤0.01% 1337
2024
Q3
$96.8K Buy
+971
New +$96.8K ﹤0.01% 900