Barlow 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
2025
Q2
Sell
-28,376
Closed -$7.6M 139
2025
Q1
$7.6M Sell
28,376
-3,243
-10% -$869K 1% 35
2024
Q4
$11.9M Sell
31,619
-14,426
-31% -$5.43M 1.51% 31
2024
Q3
$12.5M Buy
46,045
+6,576
+17% +$1.79M 1.64% 32
2024
Q2
$10.7M Buy
39,469
+13,035
+49% +$3.55M 1.49% 29
2024
Q1
$8.89M Buy
26,434
+1,051
+4% +$353K 1.21% 39
2023
Q4
$13M Buy
+25,383
New +$13M 1.84% 26