GoalVest Advisory’s Estee Lauder EL Stock Holding History

GoalVest Advisory’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
2025 Q3	$847K	Buy
2025 Q2	$137K	Buy
2025 Q1	$198	Buy
2024 Q4	–	Sell
2024 Q3	$6.58K	Buy
2022 Q3	–	Sell
2022 Q2	$31K	Buy