Cary Street Partners Investment Advisory’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,055
| Closed | -$286K | – | 659 |
|
|
2024
Q3 | $286K | Buy |
1,055
+70
| +7% | +$19K | 0.01% | 637 |
|
|
2024
Q2 | $294K | Buy |
985
+213
| +28% | +$63.6K | 0.01% | 599 |
|
|
2024
Q1 | $302K | Buy |
+772
| New | +$302K | 0.01% | 562 |
|
|
2023
Q4 | – | Sell |
-365
| Closed | -$141K | – | 1320 |
|
|
2023
Q3 | $141K | Hold |
365
| – | – | 0.01% | 634 |
|
|
2023
Q2 | $138K | Hold |
365
| – | – | 0.01% | 603 |
|
|
2023
Q1 | $133K | Sell |
365
-30
| -8% | -$10.9K | 0.01% | 548 |
|
|
2022
Q4 | $127K | Buy |
+395
| New | +$127K | 0.01% | 547 |
|