LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.5K | Hold |
200
| – | – | ﹤0.01% | 390 |
|
|
2025
Q1 | $53.2K | Hold |
200
| – | – | ﹤0.01% | 379 |
|
|
2024
Q4 | $80.6K | Hold |
200
| – | – | ﹤0.01% | 361 |
|
|
2024
Q3 | $59.8K | Sell |
200
-30
| -13% | -$8.97K | ﹤0.01% | 376 |
|
|
2024
Q2 | $67.1K | Hold |
230
| – | – | ﹤0.01% | 365 |
|
|
2024
Q1 | $83.2K | Sell |
230
-165
| -42% | -$59.7K | ﹤0.01% | 352 |
|
|
2023
Q4 | $179K | Hold |
395
| – | – | ﹤0.01% | 289 |
|
|
2023
Q3 | $159K | Buy |
395
+195
| +98% | +$78.7K | ﹤0.01% | 307 |
|
|
2023
Q2 | $75.7K | Hold |
200
| – | – | ﹤0.01% | 392 |
|
|
2023
Q1 | $72.8K | Hold |
200
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $64.1K | Hold |
200
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $56K | Hold |
200
| – | – | ﹤0.01% | 397 |
|
|
2022
Q2 | $55K | Buy |
200
+180
| +900% | +$49.5K | ﹤0.01% | 413 |
|
|
2022
Q1 | $7K | Sell |
20
-200
| -91% | -$70K | ﹤0.01% | 565 |
|
|
2021
Q4 | $86K | Hold |
220
| – | – | ﹤0.01% | 409 |
|
|
2021
Q3 | $89K | Sell |
220
-875
| -80% | -$354K | ﹤0.01% | 402 |
|
|
2021
Q2 | $400K | Hold |
1,095
| – | – | ﹤0.01% | 245 |
|
|
2021
Q1 | $336K | Buy |
1,095
+20
| +2% | +$6.14K | ﹤0.01% | 245 |
|
|
2020
Q4 | $374K | Hold |
1,075
| – | – | ﹤0.01% | 231 |
|
|
2020
Q3 | $354K | Hold |
1,075
| – | – | ﹤0.01% | 221 |
|
|
2020
Q2 | $335K | Sell |
1,075
-155
| -13% | -$48.3K | ﹤0.01% | 207 |
|
|
2020
Q1 | $233K | Sell |
1,230
-140
| -10% | -$26.5K | ﹤0.01% | 227 |
|
|
2019
Q4 | $317K | Hold |
1,370
| – | – | ﹤0.01% | 227 |
|
|
2019
Q3 | $264K | Buy |
1,370
+695
| +103% | +$134K | ﹤0.01% | 235 |
|
|
2019
Q2 | $122K | Hold |
675
| – | – | ﹤0.01% | 320 |
|
|
2019
Q1 | $111K | Sell |
675
-65
| -9% | -$10.7K | ﹤0.01% | 315 |
|
|
2018
Q4 | $90K | Hold |
740
| – | – | ﹤0.01% | 332 |
|
|
2018
Q3 | $120K | Hold |
740
| – | – | ﹤0.01% | 330 |
|
|
2018
Q2 | $92K | Sell |
740
-115
| -13% | -$14.3K | ﹤0.01% | 365 |
|
|
2018
Q1 | $76K | Sell |
855
-45
| -5% | -$4K | ﹤0.01% | 397 |
|
|
2017
Q4 | $71K | Buy |
900
+540
| +150% | +$42.6K | ﹤0.01% | 397 |
|
|
2017
Q3 | $22K | Hold |
360
| – | – | ﹤0.01% | 495 |
|
|
2017
Q2 | $22K | Hold |
360
| – | – | ﹤0.01% | 484 |
|
|
2017
Q1 | $19K | Hold |
360
| – | – | ﹤0.01% | 496 |
|
|
2016
Q4 | $23K | Sell |
360
-50
| -12% | -$3.19K | ﹤0.01% | 463 |
|
|
2016
Q3 | $25K | Sell |
410
-50
| -11% | -$3.05K | ﹤0.01% | 463 |
|
|
2016
Q2 | $34K | Sell |
460
-130
| -22% | -$9.61K | ﹤0.01% | 433 |
|
|
2016
Q1 | $40K | Sell |
590
-85
| -13% | -$5.76K | ﹤0.01% | 423 |
|
|
2015
Q4 | $35K | Sell |
675
-85
| -11% | -$4.41K | ﹤0.01% | 468 |
|
|
2015
Q3 | $50K | Hold |
760
| – | – | ﹤0.01% | 415 |
|
|
2015
Q2 | $50K | Sell |
760
-376
| -33% | -$24.7K | ﹤0.01% | 415 |
|
|
2015
Q1 | $73K | Buy |
1,136
+50
| +5% | +$3.21K | ﹤0.01% | 395 |
|
|
2014
Q4 | $61K | Hold |
1,086
| – | – | ﹤0.01% | 410 |
|
|
2014
Q3 | $46K | Hold |
1,086
| – | – | ﹤0.01% | 422 |
|
|
2014
Q2 | $44K | Buy |
1,086
+570
| +110% | +$23.1K | ﹤0.01% | 443 |
|
|
2014
Q1 | $27K | Buy |
516
+425
| +467% | +$22.2K | ﹤0.01% | 467 |
|
|
2013
Q4 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 554 |
|