EverSource Wealth Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
950
+165
| +21% | +$39.2K | 0.01% | 807 |
|
|
2025
Q1 | $222K | Buy |
785
+192
| +32% | +$54.4K | 0.01% | 619 |
|
|
2024
Q4 | $227K | Buy |
593
+41
| +7% | +$15.7K | 0.01% | 613 |
|
|
2024
Q3 | $150K | Sell |
552
-46
| -8% | -$12.5K | 0.01% | 654 |
|
|
2024
Q2 | $155K | Buy |
598
+60
| +11% | +$15.5K | 0.01% | 646 |
|
|
2024
Q1 | $194K | Sell |
538
-125
| -19% | -$45.1K | 0.02% | 498 |
|
|
2023
Q4 | $339K | Sell |
663
-7
| -1% | -$3.58K | 0.03% | 315 |
|
|
2023
Q3 | $258K | Sell |
670
-52
| -7% | -$20.1K | 0.03% | 347 |
|
|
2023
Q2 | $273K | Sell |
722
-4
| -0.6% | -$1.51K | 0.03% | 332 |
|
|
2023
Q1 | $264K | Buy |
726
+9
| +1% | +$3.28K | 0.03% | 324 |
|
|
2022
Q4 | $230K | Sell |
717
-918
| -56% | -$294K | 0.03% | 331 |
|
|
2022
Q3 | $456K | Buy |
1,635
+1,341
| +456% | +$374K | 0.1% | 187 |
|
|
2022
Q2 | $81K | Hold |
294
| – | – | 0.02% | 438 |
|
|
2022
Q1 | $107K | Sell |
294
-10
| -3% | -$3.64K | 0.03% | 324 |
|
|
2021
Q4 | $119K | Buy |
+304
| New | +$119K | 0.03% | 284 |
|