Carl P. Sherr & Co’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
Q2
$224K Sell
2025
Q1
$415K Hold
2024
Q4
$561K Sell
2024
Q3
$608K Sell
2024
Q2
$861K Buy
2024
Q1
$1.08M Sell
2023
Q4
$1.44M Sell
2023
Q3
$1.33M Sell
2023
Q2
$1.36M Hold
2023
Q1
$1.31M Hold
2022
Q4
$1.15M Hold
2022
Q3
$1M Hold
2022
Q2
$979K Hold
2022
Q1
$1.31M Hold
2021
Q4
$1.41M Buy
2021
Q3
$1.44M Sell
2021
Q2
$1.32M Buy
2021
Q1
$1.02M Buy
2020
Q4
$1.05M Buy
2020
Q3
$916K Buy
2020
Q2
$757K Buy
2020
Q1
$379K Buy
2019
Q4
$382K Buy