Waverly Advisors’s Estee Lauder EL Stock Holding History

Waverly Advisors’s Portfolio EL Stock Details EL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$204K	Buy
2025 Q2	–	Sell
2025 Q1	$262K	Sell
2024 Q4	$325K	Buy
2023 Q4	–	Sell
2023 Q3	$300K	Buy
2023 Q2	$399K	Buy
2023 Q1	$205K	Buy
2018 Q1	–	Sell
2017 Q4	$12K	Buy