Geneos Wealth 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 | $351K | Sell |
1,478
-987
| -40% | -$234K | 0.01% | 812 |
|
|
2025
Q1 | $698K | Buy |
2,465
+1,288
| +109% | +$365K | 0.01% | 781 |
|
|
2024
Q4 | $450K | Sell |
1,177
-197
| -14% | -$75.3K | 0.02% | 620 |
|
|
2024
Q3 | $373K | Buy |
1,374
+357
| +35% | +$96.9K | 0.01% | 618 |
|
|
2024
Q2 | $304K | Buy |
1,017
+70
| +7% | +$20.9K | 0.01% | 604 |
|
|
2024
Q1 | $370K | Sell |
947
-4
| -0.4% | -$1.56K | 0.02% | 560 |
|
|
2023
Q4 | $486K | Buy |
951
+18
| +2% | +$9.2K | 0.02% | 489 |
|
|
2023
Q3 | $360K | Buy |
933
+29
| +3% | +$11.2K | 0.02% | 537 |
|
|
2023
Q2 | $342K | Buy |
+904
| New | +$342K | 0.02% | 553 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$13K | – | 2339 |
|
|
2022
Q2 | $13K | Buy |
51
+30
| +143% | +$7.65K | ﹤0.01% | 1859 |
|
|
2022
Q1 | $7K | Sell |
21
-189
| -90% | -$63K | ﹤0.01% | 2230 |
|
|
2021
Q4 | $82K | Buy |
210
+61
| +41% | +$23.8K | ﹤0.01% | 1247 |
|
|
2021
Q3 | $85K | Buy |
149
+1
| +0.7% | +$570 | ﹤0.01% | 1237 |
|
|
2021
Q2 | $54K | Sell |
148
-127
| -46% | -$46.3K | ﹤0.01% | 1439 |
|
|
2021
Q1 | $92K | Hold |
275
| – | – | ﹤0.01% | 1340 |
|
|
2020
Q4 | $46K | Buy |
275
+127
| +86% | +$21.2K | ﹤0.01% | 1493 |
|
|
2020
Q3 | $46K | Sell |
148
-28
| -16% | -$8.7K | ﹤0.01% | 1288 |
|
|
2020
Q2 | $50K | Sell |
176
-738
| -81% | -$210K | ﹤0.01% | 1214 |
|
|
2020
Q1 | $172K | Buy |
914
+242
| +36% | +$45.5K | 0.01% | 656 |
|
|
2019
Q4 | $154K | Buy |
672
+227
| +51% | +$52K | 0.01% | 797 |
|
|
2019
Q3 | $84K | Buy |
445
+2
| +0.5% | +$378 | 0.01% | 957 |
|
|
2019
Q2 | $79K | Buy |
443
+285
| +180% | +$50.8K | ﹤0.01% | 996 |
|
|
2019
Q1 | $25K | Sell |
158
-95
| -38% | -$15K | ﹤0.01% | 1464 |
|
|
2018
Q4 | $30K | Buy |
253
+143
| +130% | +$17K | ﹤0.01% | 1332 |
|
|
2018
Q3 | $17K | Sell |
110
-116
| -51% | -$17.9K | ﹤0.01% | 1651 |
|
|
2018
Q2 | $28K | Buy |
+226
| New | +$28K | ﹤0.01% | 1311 |
|
|
2017
Q4 | – | Sell |
-6,962
| Closed | -$433K | – | 2198 |
|
|
2017
Q3 | $433K | Buy |
6,962
+10
| +0.1% | +$622 | 0.04% | 328 |
|
|
2017
Q2 | $414K | Sell |
6,952
-370
| -5% | -$22K | 0.04% | 328 |
|
|
2017
Q1 | $379K | Hold |
7,322
| – | – | 0.04% | 336 |
|
|
2016
Q4 | $475K | Buy |
+7,322
| New | +$475K | 0.06% | 258 |
|