EPG 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 | – | Sell |
-3,429
| Closed | -$971K | – | 385 |
|
|
2025
Q1 | $971K | Buy |
3,429
+138
| +4% | +$39.1K | 0.27% | 108 |
|
|
2024
Q4 | $1.26M | Sell |
3,291
-168
| -5% | -$64.2K | 0.33% | 81 |
|
|
2024
Q3 | $939K | Buy |
+3,459
| New | +$939K | 0.24% | 117 |
|
|
2024
Q2 | – | Sell |
-2,071
| Closed | -$809K | – | 142 |
|
|
2024
Q1 | $809K | Buy |
2,071
+191
| +10% | +$74.6K | 0.2% | 131 |
|
|
2023
Q4 | $858K | Buy |
1,880
+78
| +4% | +$35.6K | 0.23% | 116 |
|
|
2023
Q3 | $695K | Buy |
1,802
+167
| +10% | +$64.4K | 0.21% | 122 |
|
|
2023
Q2 | $619K | Buy |
1,635
+144
| +10% | +$54.5K | 0.18% | 130 |
|
|
2023
Q1 | $543K | Buy |
1,491
+436
| +41% | +$159K | 0.17% | 138 |
|
|
2022
Q4 | $338K | Sell |
1,055
-4
| -0.4% | -$1.28K | 0.13% | 145 |
|
|
2022
Q3 | $296K | Buy |
1,059
+47
| +5% | +$13.1K | 0.12% | 156 |
|
|
2022
Q2 | $276K | Buy |
1,012
+96
| +10% | +$26.2K | 0.12% | 166 |
|
|
2022
Q1 | $335K | Buy |
916
+104
| +13% | +$38K | 0.12% | 161 |
|
|
2021
Q4 | $318K | Buy |
812
+35
| +5% | +$13.7K | 0.11% | 164 |
|
|
2021
Q3 | $314K | Buy |
777
+17
| +2% | +$6.87K | 0.13% | 153 |
|
|
2021
Q2 | $277K | Hold |
760
| – | – | 0.12% | 160 |
|
|
2021
Q1 | $233K | Buy |
760
+16
| +2% | +$4.91K | 0.11% | 165 |
|
|
2020
Q4 | $259K | Buy |
744
+135
| +22% | +$47K | 0.16% | 121 |
|
|
2020
Q3 | $201K | Sell |
609
-64
| -10% | -$21.1K | 0.15% | 124 |
|
|
2020
Q2 | $210K | Buy |
673
+26
| +4% | +$8.11K | 0.15% | 137 |
|
|
2020
Q1 | $123K | Buy |
647
+147
| +29% | +$27.9K | 0.09% | 160 |
|
|
2019
Q4 | $116K | Buy |
+500
| New | +$116K | 0.09% | 144 |
|