Icon 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 | $100K | Buy |
+421
| New | +$100K | 0.01% | 510 |
|
|
2025
Q1 | – | Sell |
-363
| Closed | -$139K | – | 515 |
|
|
2024
Q4 | $139K | Buy |
+363
| New | +$139K | 0.01% | 446 |
|
|
2024
Q2 | – | Sell |
-485
| Closed | -$189K | – | 476 |
|
|
2024
Q1 | $189K | Buy |
485
+4
| +0.8% | +$1.56K | 0.02% | 350 |
|
|
2023
Q4 | $246K | Buy |
+481
| New | +$246K | 0.03% | 295 |
|