Monte Financial Group’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 | $1.41M | Buy |
5,918
+715
| +14% | +$170K | 0.55% | 54 |
|
|
2025
Q1 | $1.31M | Buy |
5,203
+409
| +9% | +$103K | 0.57% | 48 |
|
|
2024
Q4 | $1.83M | Sell |
4,794
-124
| -3% | -$47.4K | 0.78% | 37 |
|
|
2024
Q3 | $1.33M | Buy |
4,918
+2,331
| +90% | +$633K | 0.55% | 48 |
|
|
2024
Q2 | $773K | Buy |
2,587
+1,495
| +137% | +$447K | 0.34% | 64 |
|
|
2024
Q1 | $427K | Buy |
+1,092
| New | +$427K | 0.19% | 72 |
|