Forum Financial 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 | $242K | Buy |
1,020
+273
| +37% | +$64.9K | ﹤0.01% | 790 |
|
|
2025
Q1 | $211K | Buy |
747
+30
| +4% | +$8.49K | ﹤0.01% | 783 |
|
|
2024
Q4 | $274K | Buy |
+717
| New | +$274K | ﹤0.01% | 669 |
|
|
2024
Q2 | – | Sell |
-588
| Closed | -$230K | – | 750 |
|
|
2024
Q1 | $230K | Hold |
588
| – | – | ﹤0.01% | 636 |
|
|
2023
Q4 | $301K | Sell |
588
-10
| -2% | -$5.11K | 0.01% | 450 |
|
|
2023
Q3 | $231K | Sell |
598
-50
| -8% | -$19.3K | 0.01% | 530 |
|
|
2023
Q2 | $245K | Buy |
648
+50
| +8% | +$18.9K | 0.01% | 517 |
|
|
2023
Q1 | $218K | Buy |
+598
| New | +$218K | 0.01% | 526 |
|
|
2022
Q2 | – | Sell |
-765
| Closed | -$279K | – | 622 |
|
|
2022
Q1 | $279K | Buy |
765
+193
| +34% | +$70.4K | 0.01% | 423 |
|
|
2021
Q4 | $224K | Buy |
+572
| New | +$224K | 0.01% | 561 |
|