Excalibur 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 | $253K | Buy |
1,064
+48
| +5% | +$11.4K | 0.09% | 145 |
|
|
2025
Q1 | $288K | Hold |
1,016
| – | – | 0.11% | 135 |
|
|
2024
Q4 | $389K | Hold |
1,016
| – | – | 0.15% | 119 |
|
|
2024
Q3 | $276K | Buy |
+1,016
| New | +$276K | 0.11% | 141 |
|
|
2024
Q2 | – | Sell |
-517
| Closed | -$202K | – | 166 |
|
|
2024
Q1 | $202K | Hold |
517
| – | – | 0.09% | 158 |
|
|
2023
Q4 | $264K | Buy |
+517
| New | +$264K | 0.12% | 136 |
|