GeoWealth 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 | $6.42K | Sell |
27
-287
| -91% | -$68.2K | ﹤0.01% | 1140 |
|
2025
Q1 | $88.9K | Sell |
314
-156
| -33% | -$44.2K | ﹤0.01% | 811 |
|
2024
Q4 | $180K | Buy |
470
+149
| +46% | +$57K | 0.01% | 800 |
|
2024
Q3 | $87.1K | Buy |
+321
| New | +$87.1K | ﹤0.01% | 923 |
|
2024
Q2 | – | Sell |
-998
| Closed | -$390K | – | 915 |
|
2024
Q1 | $390K | Buy |
998
+455
| +84% | +$178K | 0.02% | 501 |
|
2023
Q4 | $278K | Buy |
+543
| New | +$278K | 0.02% | 427 |
|
2019
Q4 | – | Sell |
-1,565
| Closed | -$301K | – | 156 |
|
2019
Q3 | $301K | Buy |
+1,565
| New | +$301K | 0.07% | 150 |
|