Personal CFO Solutions’s Estee Lauder EL Stock Holding History

Personal CFO Solutions’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	$323K	Buy
2025 Q2	$286K	Buy
2025 Q1	$226K	Buy
2024 Q4	$220K	Buy
2024 Q3	$289K	Buy
2024 Q2	$284K	Sell
2024 Q1	$424K	Buy
2019 Q4	–	Sell
2019 Q3	$294K	Buy