FIA
Foundations Investment Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-735
| Closed | -$208K | – | 973 |
|
|
2025
Q1 | $208K | Sell |
735
-45
| -6% | -$12.7K | ﹤0.01% | 811 |
|
|
2024
Q4 | $298K | Sell |
780
-88
| -10% | -$33.6K | 0.01% | 663 |
|
|
2024
Q3 | $236K | Sell |
868
-157
| -15% | -$42.6K | ﹤0.01% | 714 |
|
|
2024
Q2 | $306K | Buy |
1,025
+176
| +21% | +$52.6K | 0.01% | 605 |
|
|
2024
Q1 | $332K | Sell |
849
-97
| -10% | -$37.9K | 0.01% | 558 |
|
|
2023
Q4 | $437K | Buy |
946
+93
| +11% | +$43K | 0.01% | 468 |
|
|
2023
Q3 | $329K | Sell |
853
-3
| -0.4% | -$1.16K | 0.01% | 493 |
|
|
2023
Q2 | $324K | Buy |
856
+66
| +8% | +$25K | 0.01% | 454 |
|
|
2023
Q1 | $288K | Sell |
790
-889
| -53% | -$324K | 0.01% | 407 |
|
|
2022
Q4 | $538K | Sell |
1,679
-34
| -2% | -$10.9K | 0.02% | 269 |
|
|
2022
Q3 | $479K | Buy |
1,713
+283
| +20% | +$79.1K | 0.02% | 258 |
|
|
2022
Q2 | $401K | Buy |
+1,430
| New | +$401K | 0.02% | 264 |
|