Modera Wealth Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
1,267
+101
| +9% | +$24K | ﹤0.01% | 537 |
|
|
2025
Q1 | $330K | Sell |
1,166
-87
| -7% | -$24.6K | ﹤0.01% | 496 |
|
|
2024
Q4 | $479K | Buy |
+1,253
| New | +$479K | 0.01% | 449 |
|
|
2017
Q2 | – | Sell |
-7,741
| Closed | -$402K | – | 122 |
|
|
2017
Q1 | $402K | Hold |
7,741
| – | – | 0.1% | 74 |
|
|
2016
Q4 | $503K | Buy |
+7,741
| New | +$503K | 0.17% | 57 |
|