Carson Wealth (CWM LLC)’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
14,151
-2,019
| -12% | -$480K | 0.01% | 727 |
|
|
2025
Q1 | $4.58M | Buy |
16,170
+2,989
| +23% | +$846K | 0.02% | 554 |
|
|
2024
Q4 | $5.04M | Buy |
13,181
+9,887
| +300% | +$3.78M | 0.02% | 475 |
|
|
2024
Q3 | $894K | Buy |
3,294
+398
| +14% | +$108K | ﹤0.01% | 1103 |
|
|
2024
Q2 | $865K | Buy |
2,896
+510
| +21% | +$152K | ﹤0.01% | 974 |
|
|
2024
Q1 | $932K | Buy |
2,386
+128
| +6% | +$50K | ﹤0.01% | 889 |
|
|
2023
Q4 | $1.15M | Buy |
2,258
+909
| +67% | +$465K | 0.01% | 744 |
|
|
2023
Q3 | $520K | Buy |
1,349
+115
| +9% | +$44.3K | ﹤0.01% | 965 |
|
|
2023
Q2 | $467K | Buy |
1,234
+347
| +39% | +$131K | ﹤0.01% | 960 |
|
|
2023
Q1 | $323K | Sell |
887
-114
| -11% | -$41.5K | ﹤0.01% | 1028 |
|
|
2022
Q4 | $321K | Buy |
1,001
+112
| +13% | +$35.9K | ﹤0.01% | 930 |
|
|
2022
Q3 | $249K | Buy |
889
+214
| +32% | +$59.9K | ﹤0.01% | 968 |
|
|
2022
Q2 | $184K | Sell |
675
-113
| -14% | -$30.8K | ﹤0.01% | 1075 |
|
|
2022
Q1 | $288K | Buy |
788
+202
| +34% | +$73.8K | ﹤0.01% | 894 |
|
|
2021
Q4 | $229K | Buy |
+586
| New | +$229K | ﹤0.01% | 969 |
|
|
2021
Q2 | $222K | Hold |
607
| – | – | ﹤0.01% | 870 |
|
|
2021
Q1 | $222K | Hold |
607
| – | – | ﹤0.01% | 870 |
|
|
2020
Q4 | $222K | Hold |
607
| – | – | ﹤0.01% | 870 |
|
|
2020
Q3 | $222K | Hold |
607
| – | – | ﹤0.01% | 870 |
|
|
2020
Q2 | $222K | Hold |
607
| – | – | ﹤0.01% | 870 |
|
|
2020
Q1 | $222K | Hold |
607
| – | – | ﹤0.01% | 870 |
|
|
2019
Q4 | $222K | Hold |
607
| – | – | ﹤0.01% | 870 |
|
|
2019
Q3 | $222K | Hold |
607
| – | – | ﹤0.01% | 870 |
|
|
2019
Q2 | $222K | Hold |
607
| – | – | ﹤0.01% | 870 |
|
|
2019
Q1 | $222K | Buy |
607
+403
| +198% | +$147K | ﹤0.01% | 870 |
|
|
2018
Q4 | $25K | Sell |
204
-120
| -37% | -$14.7K | ﹤0.01% | 1067 |
|
|
2018
Q3 | $53K | Buy |
324
+9
| +3% | +$1.47K | ﹤0.01% | 734 |
|
|
2018
Q2 | $39K | Hold |
315
| – | – | ﹤0.01% | 685 |
|
|
2018
Q1 | $28K | Hold |
315
| – | – | ﹤0.01% | 651 |
|
|
2017
Q4 | $25K | Hold |
315
| – | – | ﹤0.01% | 657 |
|
|
2017
Q3 | $20K | Sell |
315
-30
| -9% | -$1.91K | ﹤0.01% | 706 |
|
|
2017
Q2 | $21K | Buy |
345
+30
| +10% | +$1.83K | ﹤0.01% | 621 |
|
|
2017
Q1 | $16K | Sell |
315
-40
| -11% | -$2.03K | ﹤0.01% | 645 |
|
|
2016
Q4 | $23K | Buy |
355
+240
| +209% | +$15.5K | ﹤0.01% | 556 |
|
|
2016
Q3 | $7K | Buy |
115
+15
| +15% | +$913 | ﹤0.01% | 776 |
|
|
2016
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 590 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 564 |
|
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 518 |
|
|
2015
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 498 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$6K | – | 313 |
|
|
2013
Q4 | $6K | Buy |
100
+25
| +33% | +$1.5K | ﹤0.01% | 451 |
|
|
2013
Q3 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 377 |
|