JPWM
Jamison Private Wealth Management’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,981
| Closed | -$844K | – | 204 |
|
|
2025
Q1 | $844K | Sell |
2,981
-112
| -4% | -$31.7K | 0.13% | 112 |
|
|
2024
Q4 | $1.18M | Buy |
3,093
+19
| +0.6% | +$7.27K | 0.17% | 102 |
|
|
2024
Q3 | $834K | Buy |
3,074
+557
| +22% | +$151K | 0.13% | 110 |
|
|
2024
Q2 | $752K | Buy |
2,517
+185
| +8% | +$55.3K | 0.12% | 109 |
|
|
2024
Q1 | $911K | Sell |
2,332
-17
| -0.7% | -$6.64K | 0.15% | 105 |
|
|
2023
Q4 | $1.2M | Buy |
2,349
+77
| +3% | +$39.4K | 0.22% | 86 |
|
|
2023
Q3 | $876K | Buy |
+2,272
| New | +$876K | 0.18% | 98 |
|