CM Wealth Advisors’s lululemon athletica LULU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,483
Closed -$519K 134
2024
Q1
$519K Buy
+1,483
New +$519K 0.15% 79
2023
Q3
Sell
-1,461
Closed -$552K 132
2023
Q2
$552K Sell
1,461
-9,917
-87% -$3.75M 0.18% 61
2023
Q1
$4.24M Buy
+11,378
New +$4.24M 0.82% 12