Global Wealth Management Investment Advisory’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 | – | Sell |
-6,808
| Closed | -$1.93M | – | 146 |
|
|
2025
Q1 | $1.93M | Buy |
6,808
+515
| +8% | +$146K | 0.39% | 77 |
|
|
2024
Q4 | $2.41M | Buy |
6,293
+1,067
| +20% | +$408K | 0.5% | 64 |
|
|
2024
Q3 | $1.42M | Buy |
5,226
+2,001
| +62% | +$543K | 0.31% | 84 |
|
|
2024
Q2 | $963K | Buy |
3,225
+549
| +21% | +$164K | 0.22% | 89 |
|
|
2024
Q1 | $1.05M | Buy |
2,676
+9
| +0.3% | +$3.52K | 0.26% | 89 |
|
|
2023
Q4 | $1.36M | Buy |
2,667
+20
| +0.8% | +$10.2K | 0.35% | 72 |
|
|
2023
Q3 | $1.02M | Buy |
2,647
+210
| +9% | +$81K | 0.29% | 89 |
|
|
2023
Q2 | $922K | Buy |
2,437
+2
| +0.1% | +$757 | 0.25% | 96 |
|
|
2023
Q1 | $887K | Buy |
+2,435
| New | +$887K | 0.27% | 92 |
|
|
2022
Q3 | – | Sell |
-203
| Closed | -$55K | – | 327 |
|
|
2022
Q2 | $55K | Buy |
203
+6
| +3% | +$1.63K | 0.02% | 172 |
|
|
2022
Q1 | $72K | Buy |
197
+74
| +60% | +$27K | 0.02% | 173 |
|
|
2021
Q4 | $48K | Buy |
123
+114
| +1,267% | +$44.5K | 0.01% | 192 |
|
|
2021
Q3 | $4K | Buy |
+9
| New | +$4K | ﹤0.01% | 375 |
|
|
2019
Q2 | – | Sell |
-7
| Closed | -$1K | – | 747 |
|
|
2019
Q1 | $1K | Sell |
7
-21
| -75% | -$3K | ﹤0.01% | 631 |
|
|
2018
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 540 |
|