Partnership Wealth 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	$1.32M	Buy	16,357 +1,643	+11%	+$133K	1.07%	26
2025 Q1	$971K	Buy	14,714 +783	+6%	+$51.7K	0.82%	30
2024 Q4	$1.04M	Buy	13,931 +3,235	+30%	+$243K	0.87%	31
2024 Q3	$1.07M	Sell	10,696 -506	-5%	-$50.4K	0.75%	28
2024 Q2	$1.19M	Buy	+11,202	New	+$1.19M	0.88%	30