Fortis Capital Advisors’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 | $590K | Sell |
2,484
-3
| -0.1% | -$713 | 0.11% | 151 |
|
|
2025
Q1 | $704K | Buy |
2,487
+4
| +0.2% | +$1.13K | 0.14% | 123 |
|
|
2024
Q4 | $644K | Hold |
2,483
| – | – | 0.22% | 89 |
|
|
2024
Q3 | $674K | Sell |
2,483
-543
| -18% | -$147K | 0.23% | 81 |
|
|
2024
Q2 | $904K | Sell |
3,026
-6,455
| -68% | -$1.93M | 0.33% | 60 |
|
|
2024
Q1 | $3.7M | Buy |
9,481
+1,066
| +13% | +$416K | 1.56% | 10 |
|
|
2023
Q4 | $4.3M | Buy |
8,415
+1,978
| +31% | +$1.01M | 2.3% | 9 |
|
|
2023
Q3 | $2.48M | Hold |
6,437
| – | – | 1.59% | 16 |
|
|
2023
Q2 | $2.44M | Buy |
6,437
+1,098
| +21% | +$416K | 1.43% | 17 |
|
|
2023
Q1 | $1.94M | Hold |
5,339
| – | – | 1.04% | 21 |
|
|
2022
Q4 | $1.71M | Buy |
+5,339
| New | +$1.71M | 1.02% | 19 |
|