KMG Fiduciary Partners’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-770
| Closed | -$294K | – | 288 |
|
|
2024
Q4 | $294K | Sell |
770
-6,664
| -90% | -$2.55M | 0.02% | 243 |
|
|
2024
Q3 | $2.02M | Buy |
7,434
+741
| +11% | +$201K | 0.17% | 120 |
|
|
2024
Q2 | $2M | Buy |
6,693
+319
| +5% | +$95.3K | 0.2% | 100 |
|
|
2024
Q1 | $2.49M | Sell |
6,374
-1,816
| -22% | -$709K | 0.26% | 88 |
|
|
2023
Q4 | $4.19M | Buy |
8,190
+322
| +4% | +$165K | 0.49% | 55 |
|
|
2023
Q3 | $3.03M | Buy |
7,868
+398
| +5% | +$153K | 0.4% | 66 |
|
|
2023
Q2 | $2.83M | Buy |
7,470
+454
| +6% | +$172K | 0.37% | 70 |
|
|
2023
Q1 | $2.56M | Buy |
7,016
+6,055
| +630% | +$2.21M | 0.37% | 75 |
|
|
2022
Q4 | $308K | Buy |
961
+2
| +0.2% | +$641 | 0.05% | 200 |
|
|
2022
Q3 | $268K | Buy |
959
+14
| +1% | +$3.91K | 0.05% | 172 |
|
|
2022
Q2 | $258K | Buy |
+945
| New | +$258K | 0.05% | 182 |
|
|
2020
Q1 | – | Sell |
-4,009
| Closed | -$929K | – | 141 |
|
|
2019
Q4 | $929K | Buy |
+4,009
| New | +$929K | 0.28% | 63 |
|