Axxcess Wealth Management’s lululemon athletica LULU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,467
Closed -$438K 923
2024
Q2
$438K Buy
1,467
+504
+52% +$151K 0.01% 552
2024
Q1
$376K Sell
963
-25
-3% -$9.77K 0.01% 604
2023
Q4
$505K Buy
988
+426
+76% +$218K 0.01% 508
2023
Q3
$217K Sell
562
-27
-5% -$10.4K 0.01% 706
2023
Q2
$223K Sell
589
-616
-51% -$233K 0.02% 528
2023
Q1
$439K Buy
+1,205
New +$439K 0.03% 400
2022
Q1
Sell
-710
Closed -$278K 676
2021
Q4
$278K Buy
+710
New +$278K 0.02% 492