TWM

Tolleson Wealth Management’s Estee Lauder EL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$246K	Hold	3,047	–	–	0.04%	80
2025 Q1	$201K	Hold	3,047	–	–	0.04%	86
2024 Q4	$228K	Hold	3,047	–	–	0.05%	98
2024 Q3	$304K	Hold	3,047	–	–	0.06%	69
2024 Q2	$324K	Hold	3,047	–	–	0.06%	69
2024 Q1	$470K	Hold	3,047	–	–	0.09%	64
2023 Q4	$446K	Hold	3,047	–	–	0.09%	61
2023 Q3	$440K	Hold	3,047	–	–	0.11%	60
2023 Q2	$598K	Hold	3,047	–	–	0.14%	55
2023 Q1	$751K	Hold	3,047	–	–	0.19%	47
2022 Q4	$756K	Hold	3,047	–	–	0.2%	49
2022 Q3	$658K	Hold	3,047	–	–	0.2%	47
2022 Q2	$776K	Hold	3,047	–	–	0.22%	46
2022 Q1	$830K	Hold	3,047	–	–	0.25%	45
2021 Q4	$1.13M	Hold	3,047	–	–	0.3%	41
2021 Q3	$914K	Sell	3,047 -338	-10%	-$101K	0.26%	42
2021 Q2	$1.08M	Hold	3,385	–	–	0.29%	39
2021 Q1	$985K	Hold	3,385	–	–	0.3%	38
2020 Q4	$901K	Hold	3,385	–	–	0.3%	36
2020 Q3	$739K	Hold	3,385	–	–	0.3%	38
2020 Q2	$639K	Hold	3,385	–	–	0.28%	39
2020 Q1	$539K	Hold	3,385	–	–	0.24%	41
2019 Q4	$699K	Hold	3,385	–	–	0.34%	34
2019 Q3	$673K	Hold	3,385	–	–	0.37%	32
2019 Q2	$620K	Hold	3,385	–	–	0.43%	25
2019 Q1	$560K	Hold	3,385	–	–	0.39%	26
2018 Q4	$440K	Buy	+3,385	New	+$440K	0.26%	30