KA
Kozak & Associates’s lululemon athletica LULU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $89.4K | Hold |
379
| – | – | 0.02% | 115 |
|
2025
Q1 | $98.4K | Hold |
379
| – | – | 0.02% | 102 |
|
2024
Q4 | $143K | Sell |
379
-638
| -63% | -$241K | 0.03% | 91 |
|
2024
Q3 | $299K | Sell |
1,017
-1
| -0.1% | -$294 | 0.07% | 63 |
|
2024
Q2 | $306K | Hold |
1,018
| – | – | 0.08% | 63 |
|
2024
Q1 | $344K | Hold |
1,018
| – | – | 0.09% | 59 |
|
2023
Q4 | $479K | Hold |
1,018
| – | – | 0.15% | 42 |
|
2023
Q3 | $374K | Buy |
1,018
+35
| +4% | +$12.9K | 0.14% | 54 |
|
2023
Q2 | $373K | Buy |
983
+46
| +5% | +$17.5K | 0.15% | 58 |
|
2023
Q1 | $341K | Buy |
937
+32
| +4% | +$11.7K | 0.15% | 63 |
|
2022
Q4 | $290K | Hold |
905
| – | – | 0.14% | 66 |
|
2022
Q3 | $268K | Buy |
905
+253
| +39% | +$74.9K | 0.17% | 63 |
|
2022
Q2 | $178K | Buy |
652
+139
| +27% | +$37.9K | 0.12% | 79 |
|
2022
Q1 | $155K | Hold |
513
| – | – | 0.1% | 87 |
|
2021
Q4 | $155K | Buy |
513
+397
| +342% | +$120K | 0.1% | 87 |
|
2021
Q3 | $54K | Buy |
+116
| New | +$54K | 0.03% | 151 |
|