Everhart Financial Group’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	-804	Closed	-$228K	–	346
2025 Q1	$228K	Buy	+804	New	+$228K	0.03%	308
2024 Q2	–	Sell	-685	Closed	-$268K	–	304
2024 Q1	$268K	Buy	685 +96	+16%	+$37.5K	0.08%	228
2023 Q4	$301K	Buy	+589	New	+$301K	0.11%	179