AWM
Avondale Wealth Management’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-250
| Closed | -$70.8K | – | 119 |
|
|
2025
Q1 | $70.8K | Hold |
250
| – | – | 0.04% | 78 |
|
|
2024
Q4 | $95.6K | Hold |
250
| – | – | 0.06% | 66 |
|
|
2024
Q3 | $67.8K | Buy |
+250
| New | +$67.8K | 0.04% | 73 |
|
|
2024
Q2 | – | Sell |
-575
| Closed | -$225K | – | 127 |
|
|
2024
Q1 | $225K | Sell |
575
-25
| -4% | -$9.77K | 0.16% | 45 |
|
|
2023
Q4 | $307K | Sell |
600
-100
| -14% | -$51.1K | 0.25% | 34 |
|
|
2023
Q3 | $270K | Sell |
700
-100
| -13% | -$38.6K | 0.24% | 39 |
|
|
2023
Q2 | $303K | Buy |
800
+250
| +45% | +$94.6K | 0.25% | 36 |
|
|
2023
Q1 | $200K | Sell |
550
-50
| -8% | -$18.2K | 0.17% | 43 |
|
|
2022
Q4 | $192K | Buy |
600
+100
| +20% | +$32K | 0.17% | 35 |
|
|
2022
Q3 | $140K | Sell |
500
-835
| -63% | -$234K | 0.15% | 43 |
|
|
2022
Q2 | $364K | Buy |
1,335
+444
| +50% | +$121K | 0.42% | 22 |
|
|
2022
Q1 | $325K | Buy |
891
+36
| +4% | +$13.1K | 0.38% | 33 |
|
|
2021
Q4 | $335K | Buy |
855
+490
| +134% | +$192K | 0.34% | 35 |
|
|
2021
Q3 | $148K | Sell |
365
-65
| -15% | -$26.4K | 0.14% | 51 |
|
|
2021
Q2 | $157K | Sell |
430
-500
| -54% | -$183K | 0.15% | 48 |
|
|
2021
Q1 | $285K | Buy |
930
+865
| +1,331% | +$265K | 0.28% | 36 |
|
|
2020
Q4 | $23K | Hold |
65
| – | – | 0.03% | 77 |
|
|
2020
Q3 | $21K | Buy |
+65
| New | +$21K | 0.03% | 72 |
|