Bell & Brown Wealth Advisors’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 | $1.56M | Sell |
6,580
-7
| -0.1% | -$1.66K | 0.56% | 50 |
|
|
2025
Q1 | $1.86M | Buy |
6,587
+158
| +2% | +$44.7K | 0.73% | 47 |
|
|
2024
Q4 | $2.46M | Buy |
6,429
+151
| +2% | +$57.7K | 0.91% | 41 |
|
|
2024
Q3 | $1.7M | Buy |
6,278
+115
| +2% | +$31.2K | 0.67% | 48 |
|
|
2024
Q2 | $1.84M | Buy |
6,163
+360
| +6% | +$108K | 0.71% | 45 |
|
|
2024
Q1 | $2.27M | Sell |
5,803
-105
| -2% | -$41K | 0.97% | 42 |
|
|
2023
Q4 | $3.02M | Buy |
+5,908
| New | +$3.02M | 1.4% | 25 |
|
|
2023
Q2 | $2.25M | Sell |
5,938
-115
| -2% | -$43.5K | 1.12% | 39 |
|
|
2023
Q1 | $2.2M | Sell |
6,053
-25
| -0.4% | -$9.11K | 1.17% | 41 |
|
|
2022
Q4 | $1.95M | Sell |
6,078
-140
| -2% | -$44.9K | 1.07% | 43 |
|
|
2022
Q3 | $1.74M | Sell |
6,218
-279
| -4% | -$78K | 1.07% | 43 |
|
|
2022
Q2 | $1.77M | Sell |
6,497
-132
| -2% | -$36K | 0.95% | 46 |
|
|
2022
Q1 | $2.42M | Sell |
6,629
-225
| -3% | -$82.2K | 1.1% | 36 |
|
|
2021
Q4 | $2.32M | Sell |
6,854
-303
| -4% | -$102K | 1.12% | 40 |
|
|
2021
Q3 | $2.9M | Buy |
+7,157
| New | +$2.9M | 1.56% | 24 |
|
|
2020
Q3 | $2.73M | Sell |
8,280
-645
| -7% | -$213K | 1.98% | 20 |
|
|
2020
Q2 | $3.05M | Sell |
8,925
-465
| -5% | -$159K | 2.38% | 15 |
|
|
2020
Q1 | $2.24M | Sell |
9,390
-1,265
| -12% | -$301K | 2.07% | 20 |
|
|
2019
Q4 | $2.6M | Sell |
10,655
-930
| -8% | -$227K | 1.94% | 18 |
|
|
2019
Q3 | $2.23M | Sell |
11,585
-665
| -5% | -$128K | 1.83% | 20 |
|
|
2019
Q2 | $2.21M | Sell |
12,250
-50
| -0.4% | -$9.01K | 1.95% | 16 |
|
|
2019
Q1 | $2.02M | Sell |
12,300
-1,250
| -9% | -$205K | 1.84% | 18 |
|
|
2018
Q4 | $1.65M | Buy |
13,550
+175
| +1% | +$21.3K | 1.76% | 22 |
|
|
2018
Q3 | $1.88M | Sell |
13,375
-4,450
| -25% | -$626K | 1.75% | 21 |
|
|
2018
Q2 | $2.23M | Sell |
17,825
-425
| -2% | -$53.1K | 2.2% | 10 |
|
|
2018
Q1 | $1.82M | Sell |
18,250
-550
| -3% | -$54.7K | 1.91% | 10 |
|
|
2017
Q4 | $1.48M | Buy |
+18,800
| New | +$1.48M | 1.53% | 25 |
|