EP Wealth Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
2,485
-100
| -4% | -$23.8K | ﹤0.01% | 725 |
|
|
2025
Q1 | $732K | Buy |
2,585
+235
| +10% | +$66.5K | 0.01% | 580 |
|
|
2024
Q4 | $899K | Sell |
2,350
-476
| -17% | -$182K | 0.01% | 531 |
|
|
2024
Q3 | $767K | Buy |
2,826
+360
| +15% | +$97.7K | 0.01% | 566 |
|
|
2024
Q2 | $737K | Sell |
2,466
-159
| -6% | -$47.5K | 0.01% | 452 |
|
|
2024
Q1 | $1.03M | Sell |
2,625
-1,828
| -41% | -$714K | 0.01% | 372 |
|
|
2023
Q4 | $2.28M | Buy |
4,453
+2,115
| +90% | +$1.08M | 0.03% | 239 |
|
|
2023
Q3 | $901K | Buy |
2,338
+641
| +38% | +$247K | 0.01% | 354 |
|
|
2023
Q2 | $856K | Sell |
1,697
-1,240
| -42% | -$626K | 0.01% | 359 |
|
|
2023
Q1 | $1.56M | Buy |
2,937
+1,307
| +80% | +$693K | 0.03% | 249 |
|
|
2022
Q4 | $522K | Buy |
+1,630
| New | +$522K | 0.01% | 367 |
|
|
2022
Q3 | – | Sell |
-1,667
| Closed | -$454K | – | 504 |
|
|
2022
Q2 | $454K | Buy |
1,667
+194
| +13% | +$52.8K | 0.01% | 393 |
|
|
2022
Q1 | $538K | Sell |
1,473
-153
| -9% | -$55.9K | 0.01% | 371 |
|
|
2021
Q4 | $636K | Buy |
1,626
+112
| +7% | +$43.8K | 0.02% | 317 |
|
|
2021
Q3 | $613K | Buy |
1,514
+95
| +7% | +$38.5K | 0.02% | 300 |
|
|
2021
Q2 | $518K | Buy |
1,419
+9
| +0.6% | +$3.29K | 0.01% | 329 |
|
|
2021
Q1 | $432K | Buy |
1,410
+112
| +9% | +$34.3K | 0.01% | 349 |
|
|
2020
Q4 | $452K | Buy |
1,298
+13
| +1% | +$4.53K | 0.02% | 282 |
|
|
2020
Q3 | $423K | Sell |
1,285
-5
| -0.4% | -$1.65K | 0.02% | 248 |
|
|
2020
Q2 | $402K | Buy |
1,290
+209
| +19% | +$65.1K | 0.02% | 273 |
|
|
2020
Q1 | $205K | Buy |
+1,081
| New | +$205K | 0.01% | 347 |
|