AFCM
Applied Finance Capital Management’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
3,510
+680
| +24% | +$162K | 0.06% | 145 |
|
|
2025
Q1 | $801K | Sell |
2,830
-189
| -6% | -$53.5K | 0.06% | 145 |
|
|
2024
Q4 | $1.15M | Hold |
3,019
| – | – | 0.05% | 96 |
|
|
2024
Q3 | $819K | Buy |
3,019
+963
| +47% | +$261K | 0.04% | 140 |
|
|
2024
Q2 | $614K | Buy |
+2,056
| New | +$614K | 0.03% | 164 |
|