TSWM
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Tyler-Stone Wealth Management’s Estee Lauder EL Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-50
Closed -$5.32K – 477
2024
Q2 		$5.32K Hold
50
– – ﹤0.01% 748
2024
Q1 		$7.71K Sell
50
-5
-9% -$709 ﹤0.01% 692
2023
Q4 		$8.04K Hold
55
– – ﹤0.01% 666
2023
Q3 		$8K Hold
55
– – ﹤0.01% 644
2023
Q2 		$11K Buy
+55
New +$11.7K 0.01% 586
2022
Q4 		$9K Hold
38
– – 0.01% 568
2022
Q3 		$8K Hold
38
– – 0.01% 573
2022
Q2 		$10K Buy
38
+33
+660% +$8.37K 0.01% 546
2022
Q1 		$1K Sell
5
-3
-38% -$903 ﹤0.01% 778
2021
Q4 		$3K Buy
+8
New +$2.71K ﹤0.01% 753

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return