Helios Capital Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $935K | Hold |
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|
2025
Q3 | $801K | Hold |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $849K | Hold |
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|
2024
Q4 | $1.15M | Hold |
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|
2024
Q3 | $814K | Hold |
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|
2024
Q2 | $896K | Hold |
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|
2024
Q1 | $1.17M | Hold |
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|
2023
Q4 | $1.53M | Buy |
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|
2022
Q3 | $839K | Hold |
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|
2022
Q2 | $818K | Hold |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.29M | Buy |
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