Heritage Wealth Advisors’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 | $4.99K | Hold |
21
| – | – | ﹤0.01% | 462 |
|
|
2025
Q1 | $5.94K | Sell |
21
-12
| -36% | -$3.4K | ﹤0.01% | 448 |
|
|
2024
Q4 | $12.6K | Sell |
33
-11
| -25% | -$4.21K | ﹤0.01% | 426 |
|
|
2024
Q3 | $11.9K | Hold |
44
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $13.1K | Buy |
44
+27
| +159% | +$8.07K | ﹤0.01% | 413 |
|
|
2024
Q1 | $6.64K | Hold |
17
| – | – | ﹤0.01% | 457 |
|
|
2023
Q4 | $8.69K | Sell |
17
-50
| -75% | -$25.6K | ﹤0.01% | 457 |
|
|
2023
Q3 | $25.8K | Hold |
67
| – | – | ﹤0.01% | 361 |
|
|
2023
Q2 | $25.4K | Hold |
67
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $24.4K | Buy |
67
+10
| +18% | +$3.64K | ﹤0.01% | 388 |
|
|
2022
Q4 | $18.3K | Sell |
57
-60
| -51% | -$19.2K | ﹤0.01% | 418 |
|
|
2022
Q3 | $32.7K | Sell |
117
-326
| -74% | -$91.1K | ﹤0.01% | 338 |
|
|
2022
Q2 | $121K | Buy |
443
+276
| +165% | +$75.4K | 0.01% | 245 |
|
|
2022
Q1 | $61K | Buy |
167
+5
| +3% | +$1.83K | ﹤0.01% | 296 |
|
|
2021
Q4 | $63K | Hold |
162
| – | – | ﹤0.01% | 308 |
|
|
2021
Q3 | $65.6K | Buy |
162
+50
| +45% | +$20.2K | ﹤0.01% | 294 |
|
|
2021
Q2 | $40.9K | Hold |
112
| – | – | ﹤0.01% | 347 |
|
|
2021
Q1 | $34.4K | Buy |
112
+64
| +133% | +$19.6K | ﹤0.01% | 367 |
|
|
2020
Q4 | $17K | Hold |
48
| – | – | ﹤0.01% | 421 |
|
|
2020
Q3 | $15.8K | Hold |
48
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $15K | Hold |
48
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $9.1K | Sell |
48
-12
| -20% | -$2.28K | ﹤0.01% | 376 |
|
|
2019
Q4 | $13.9K | Hold |
60
| – | – | ﹤0.01% | 405 |
|
|
2019
Q3 | $11K | Sell |
60
-8
| -12% | -$1.47K | ﹤0.01% | 387 |
|
|
2019
Q2 | $12.3K | Buy |
68
+50
| +278% | +$9.01K | ﹤0.01% | 377 |
|
|
2019
Q1 | $2.95K | Sell |
18
-16
| -47% | -$2.62K | ﹤0.01% | 401 |
|
|
2018
Q4 | $4K | Buy |
34
+19
| +127% | +$2.24K | ﹤0.01% | 345 |
|
|
2018
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 357 |
|