Caldwell Trust’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $620K | Sell |
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|
2025
Q2 | $850K | Buy |
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|
2025
Q1 | $983K | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $884K | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $682K | Buy |
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $539K | Sell |
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|
2022
Q4 | $487K | Hold |
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|
2022
Q3 | $425K | Sell |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $588K | Buy |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q4 | $188K | Buy |
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|
2020
Q3 | $152K | Buy |
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|
2020
Q2 | $127K | Hold |
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|
2020
Q1 | $77.1K | Buy |
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