Capital Advisors 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
$430K Sell
1,809
-196
-10% -$46.6K 0.07% 125
2025
Q1
$568K Buy
2,005
+5
+0.3% +$1.42K 0.1% 94
2024
Q4
$765K Buy
2,000
+115
+6% +$44K 0.14% 74
2024
Q3
$511K Buy
+1,885
New +$511K 0.09% 91