AWS
Aspen Wealth Strategies’s lululemon athletica LULU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,448
| Closed | -$410K | – | 87 |
|
2025
Q1 | $410K | Buy |
1,448
+3
| +0.2% | +$849 | 0.27% | 54 |
|
2024
Q4 | $553K | Sell |
1,445
-76
| -5% | -$29.1K | 0.35% | 44 |
|
2024
Q3 | $413K | Buy |
1,521
+453
| +42% | +$123K | 0.27% | 55 |
|
2024
Q2 | $313K | Sell |
1,068
-20
| -2% | -$5.85K | 0.22% | 57 |
|
2024
Q1 | $425K | Buy |
1,088
+48
| +5% | +$18.8K | 0.29% | 49 |
|
2023
Q4 | $532K | Buy |
+1,040
| New | +$532K | 0.39% | 41 |
|