Baldwin Wealth Partners’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-102
| Closed | -$30.5K | – | 1138 |
|
|
2024
Q2 | $30.5K | Sell |
102
-80
| -44% | -$23.9K | ﹤0.01% | 417 |
|
|
2024
Q1 | $71.1K | Hold |
182
| – | – | 0.01% | 313 |
|
|
2023
Q4 | $93.1K | Hold |
182
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $70.2K | Hold |
182
| – | – | 0.01% | 348 |
|
|
2023
Q2 | $68.9K | Hold |
182
| – | – | 0.01% | 372 |
|
|
2023
Q1 | $66.3K | Sell |
182
-31
| -15% | -$11.3K | 0.01% | 377 |
|
|
2022
Q4 | $68.2K | Sell |
213
-21
| -9% | -$6.73K | 0.01% | 369 |
|
|
2022
Q3 | $65K | Hold |
234
| – | – | 0.01% | 292 |
|
|
2022
Q2 | $64K | Hold |
234
| – | – | 0.01% | 316 |
|
|
2022
Q1 | $85K | Hold |
234
| – | – | 0.01% | 293 |
|
|
2021
Q4 | $92K | Buy |
234
+6
| +3% | +$2.36K | 0.01% | 275 |
|
|
2021
Q3 | $92K | Sell |
228
-7
| -3% | -$2.83K | 0.01% | 271 |
|
|
2021
Q2 | $86K | Buy |
235
+7
| +3% | +$2.56K | 0.01% | 290 |
|
|
2021
Q1 | $70K | Buy |
228
+182
| +396% | +$55.9K | 0.01% | 298 |
|
|
2020
Q4 | $16K | Hold |
46
| – | – | ﹤0.01% | 421 |
|
|
2020
Q3 | $15K | Sell |
46
-23
| -33% | -$7.5K | ﹤0.01% | 408 |
|
|
2020
Q2 | $22K | Buy |
69
+17
| +33% | +$5.42K | ﹤0.01% | 381 |
|
|
2020
Q1 | $10K | Buy |
+52
| New | +$10K | ﹤0.01% | 426 |
|