CWS
Confluence Wealth Services’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
856
+41
| +5% | +$9.74K | 0.01% | 351 |
|
|
2025
Q1 | $217K | Sell |
815
-30
| -4% | -$7.98K | 0.01% | 326 |
|
|
2024
Q4 | $328K | Buy |
845
+68
| +9% | +$26.4K | 0.02% | 266 |
|
|
2024
Q3 | $211K | Buy |
+777
| New | +$211K | 0.02% | 328 |
|
|
2024
Q2 | – | Sell |
-555
| Closed | -$217K | – | 368 |
|
|
2024
Q1 | $217K | Buy |
555
+120
| +28% | +$46.9K | 0.02% | 313 |
|
|
2023
Q4 | $222K | Buy |
+435
| New | +$222K | 0.02% | 276 |
|
|
2022
Q1 | – | Sell |
-323
| Closed | -$126K | – | 762 |
|
|
2021
Q4 | $126K | Buy |
+323
| New | +$126K | 0.04% | 290 |
|