Congress Wealth Management’s lululemon athletica LULU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$731K Buy
2025
Q1
$534K Buy
2024
Q3
Sell
2024
Q2
$455K Buy
2024
Q1
$582K Sell
2023
Q4
$777K Buy
2023
Q3
$574K Hold
2023
Q2
$564K Sell
2023
Q1
$598K Sell
2022
Q4
$10.3M Buy
2022
Q3
$8.94M Buy
2022
Q2
$8.25M Buy
2022
Q1
$10.8M Buy
2021
Q4
$11.5M Buy