Bartlett & Co Wealth Management’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 | $7.37K | Sell |
31
-23
| -43% | -$5.46K | ﹤0.01% | 950 |
|
|
2025
Q1 | $15.3K | Buy |
54
+29
| +116% | +$8.21K | ﹤0.01% | 858 |
|
|
2024
Q4 | $9.56K | Sell |
25
-200
| -89% | -$76.5K | ﹤0.01% | 912 |
|
|
2024
Q3 | $61.1K | Hold |
225
| – | – | ﹤0.01% | 620 |
|
|
2024
Q2 | $67.2K | Sell |
225
-40
| -15% | -$11.9K | ﹤0.01% | 605 |
|
|
2024
Q1 | $104K | Sell |
265
-55
| -17% | -$21.5K | ﹤0.01% | 544 |
|
|
2023
Q4 | $163K | Buy |
320
+44
| +16% | +$22.4K | ﹤0.01% | 497 |
|
|
2023
Q3 | $106K | Buy |
276
+1
| +0.4% | +$386 | ﹤0.01% | 530 |
|
|
2023
Q2 | $104K | Buy |
275
+50
| +22% | +$18.9K | ﹤0.01% | 535 |
|
|
2023
Q1 | $81.9K | Hold |
225
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $72.1K | Sell |
225
-33
| -13% | -$10.6K | ﹤0.01% | 522 |
|
|
2022
Q3 | $72.2K | Hold |
258
| – | – | ﹤0.01% | 504 |
|
|
2022
Q2 | $70.4K | Sell |
258
-33
| -11% | -$9.01K | ﹤0.01% | 520 |
|
|
2022
Q1 | $106K | Buy |
+291
| New | +$106K | ﹤0.01% | 480 |
|
|
2021
Q4 | – | Sell |
-258
| Closed | -$104K | – | 680 |
|
|
2021
Q3 | $104K | Buy |
258
+33
| +15% | +$13.4K | ﹤0.01% | 407 |
|
|
2021
Q2 | $82.1K | Buy |
225
+25
| +13% | +$9.12K | ﹤0.01% | 436 |
|
|
2021
Q1 | $61.3K | Sell |
200
-120
| -38% | -$36.8K | ﹤0.01% | 502 |
|
|
2020
Q4 | $111K | Hold |
320
| – | – | ﹤0.01% | 396 |
|
|
2020
Q3 | $105K | Hold |
320
| – | – | ﹤0.01% | 377 |
|
|
2020
Q2 | $99.8K | Hold |
320
| – | – | ﹤0.01% | 377 |
|
|
2020
Q1 | $60.7K | Sell |
320
-15
| -4% | -$2.84K | ﹤0.01% | 427 |
|
|
2019
Q4 | $77.6K | Hold |
335
| – | – | ﹤0.01% | 444 |
|
|
2019
Q3 | $64.5K | Buy |
335
+320
| +2,133% | +$61.6K | ﹤0.01% | 476 |
|
|
2019
Q2 | $2.7K | Buy |
+15
| New | +$2.7K | ﹤0.01% | 656 |
|