Congress Wealth Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
3,077
+1,219
| +66% | +$290K | 0.01% | 802 |
|
|
2025
Q1 | $534K | Buy |
+1,858
| New | +$534K | 0.01% | 803 |
|
|
2024
Q3 | – | Sell |
-1,522
| Closed | -$455K | – | 859 |
|
|
2024
Q2 | $455K | Buy |
1,522
+33
| +2% | +$9.86K | 0.01% | 546 |
|
|
2024
Q1 | $582K | Sell |
1,489
-30
| -2% | -$11.7K | 0.01% | 437 |
|
|
2023
Q4 | $777K | Buy |
1,519
+30
| +2% | +$15.3K | 0.01% | 411 |
|
|
2023
Q3 | $574K | Hold |
1,489
| – | – | 0.01% | 442 |
|
|
2023
Q2 | $564K | Sell |
1,489
-152
| -9% | -$57.5K | 0.01% | 402 |
|
|
2023
Q1 | $598K | Sell |
1,641
-30,432
| -95% | -$11.1M | 0.01% | 396 |
|
|
2022
Q4 | $10.3M | Buy |
32,073
+87
| +0.3% | +$27.9K | 0.26% | 120 |
|
|
2022
Q3 | $8.94M | Buy |
31,986
+1,709
| +6% | +$478K | 0.24% | 127 |
|
|
2022
Q2 | $8.25M | Buy |
30,277
+622
| +2% | +$170K | 0.21% | 145 |
|
|
2022
Q1 | $10.8M | Buy |
29,655
+238
| +0.8% | +$86.9K | 0.24% | 115 |
|
|
2021
Q4 | $11.5M | Buy |
+29,417
| New | +$11.5M | 0.23% | 124 |
|