Caldwell Trust’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
3,577
+103
|
|
||||
|
2025
Q1 | $983K | Buy |
3,474
+474
|
|
||||
|
2024
Q4 | $1.15M | Buy |
3,000
+1,231
|
|
||||
|
2024
Q3 | $480K | Sell |
1,769
-398
|
|
||||
|
2024
Q2 | $647K | Sell |
2,167
-95
|
|
||||
|
2024
Q1 | $884K | Buy |
2,262
+282
|
|
||||
|
2023
Q4 | $1.01M | Buy |
1,980
+212
|
|
||||
|
2023
Q3 | $682K | Buy |
1,768
+215
|
|
||||
|
2023
Q2 | $588K | Buy |
1,553
+72
|
|
||||
|
2023
Q1 | $539K | Sell |
1,481
-40
|
|
||||
|
2022
Q4 | $487K | Hold |
1,521
|
|
||||
|
2022
Q3 | $425K | Sell |
1,521
-66
|
|
||||
|
2022
Q2 | $433K | Buy |
1,587
+26
|
|
||||
|
2022
Q1 | $570K | Sell |
1,561
-51
|
|
||||
|
2021
Q4 | $631K | Buy |
1,612
+159
|
|
||||
|
2021
Q3 | $588K | Buy |
1,453
+390
|
|
||||
|
2021
Q2 | $388K | Buy |
1,063
+301
|
|
||||
|
2021
Q1 | $234K | Buy |
762
+223
|
|
||||
|
2020
Q4 | $188K | Buy |
539
+79
|
|
||||
|
2020
Q3 | $152K | Buy |
460
+53
|
|
||||
|
2020
Q2 | $127K | Hold |
407
|
|
||||
|
2020
Q1 | $77.1K | Buy |
+407
|
|