Arete Wealth Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,574
| Closed | -$1.75M | – | 765 |
|
|
2024
Q4 | $1.75M | Buy |
4,574
+1,350
| +42% | +$517K | 0.13% | 170 |
|
|
2024
Q3 | $875K | Buy |
+3,224
| New | +$875K | 0.08% | 244 |
|
|
2021
Q4 | – | Sell |
-512
| Closed | -$207K | – | 521 |
|
|
2021
Q3 | $207K | Buy |
+512
| New | +$207K | 0.02% | 392 |
|
|
2020
Q4 | – | Sell |
-636
| Closed | -$212K | – | 428 |
|
|
2020
Q3 | $212K | Sell |
636
-1,697
| -73% | -$566K | 0.03% | 347 |
|
|
2020
Q2 | $728K | Sell |
2,333
-1,686
| -42% | -$526K | 0.13% | 180 |
|
|
2020
Q1 | $762K | Sell |
4,019
-875
| -18% | -$166K | 0.15% | 152 |
|
|
2019
Q4 | $1.13M | Buy |
4,894
+99
| +2% | +$22.9K | 0.2% | 120 |
|
|
2019
Q3 | $923K | Sell |
4,795
-1,427
| -23% | -$275K | 0.18% | 139 |
|
|
2019
Q2 | $1.12M | Sell |
6,222
-28
| -0.4% | -$5.05K | 0.22% | 115 |
|
|
2019
Q1 | $1.02M | Sell |
6,250
-573
| -8% | -$93.9K | 0.21% | 123 |
|
|
2018
Q4 | $830K | Sell |
6,823
-527
| -7% | -$64.1K | 0.2% | 126 |
|
|
2018
Q3 | $1.19M | Buy |
+7,350
| New | +$1.19M | 0.26% | 85 |
|