IIA
IPG Investment Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,587
| Closed | -$449K | – | 194 |
|
|
2025
Q1 | $449K | Buy |
+1,587
| New | +$449K | 0.1% | 106 |
|
|
2024
Q2 | – | Sell |
-1,072
| Closed | -$419K | – | 191 |
|
|
2024
Q1 | $419K | Buy |
+1,072
| New | +$419K | 0.09% | 107 |
|
|
2023
Q4 | – | Sell |
-610
| Closed | -$235K | – | 207 |
|
|
2023
Q3 | $235K | Buy |
+610
| New | +$235K | 0.05% | 139 |
|
|
2022
Q4 | – | Sell |
-722
| Closed | -$202K | – | 150 |
|
|
2022
Q3 | $202K | Buy |
+722
| New | +$202K | 0.06% | 120 |
|
|
2017
Q2 | – | Sell |
-6,000
| Closed | -$311K | – | 152 |
|
|
2017
Q1 | $311K | Buy |
+6,000
| New | +$311K | 0.14% | 95 |
|
|
2014
Q3 | – | Sell |
-7,190
| Closed | -$291K | – | 119 |
|
|
2014
Q2 | $291K | Buy |
7,190
+149
| +2% | +$6.03K | 0.13% | 74 |
|
|
2014
Q1 | $372K | Buy |
+7,041
| New | +$372K | 0.17% | 52 |
|