Helios Capital 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 | $1.07M | Buy |
4,500
+1,500
| +50% | +$356K | 0.82% | 26 |
|
|
2025
Q1 | $849K | Hold |
3,000
| – | – | 1.49% | 16 |
|
|
2024
Q4 | $1.15M | Hold |
3,000
| – | – | 0.67% | 27 |
|
|
2024
Q3 | $814K | Hold |
3,000
| – | – | 0.5% | 36 |
|
|
2024
Q2 | $896K | Hold |
3,000
| – | – | 0.58% | 34 |
|
|
2024
Q1 | $1.17M | Hold |
3,000
| – | – | 0.82% | 27 |
|
|
2023
Q4 | $1.53M | Buy |
+3,000
| New | +$1.53M | 1.21% | 22 |
|
|
2022
Q3 | $839K | Hold |
3,000
| – | – | 1.61% | 25 |
|
|
2022
Q2 | $818K | Hold |
3,000
| – | – | 1.54% | 24 |
|
|
2022
Q1 | $1.1M | Sell |
3,000
-300
| -9% | -$110K | 2.32% | 15 |
|
|
2021
Q4 | $1.29M | Buy |
+3,300
| New | +$1.29M | 1.17% | 28 |
|