Montrusco Bolton Investments’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 |
-245,583
| Closed | -$93.9M | – | 66 |
|
|
2024
Q4 | $93.9M | Sell |
245,583
-366,231
| -60% | -$140M | 1.14% | 24 |
|
|
2024
Q3 | $166M | Buy |
611,814
+185,440
| +43% | +$50.3M | 1.75% | 19 |
|
|
2024
Q2 | $127M | Buy |
426,374
+63,467
| +17% | +$19M | 1.34% | 22 |
|
|
2024
Q1 | $142M | Buy |
362,907
+356,727
| +5,772% | +$139M | 1.51% | 21 |
|
|
2023
Q4 | $3.16M | Sell |
6,180
-58
| -0.9% | -$29.7K | 0.04% | 55 |
|
|
2023
Q3 | $2.41M | Hold |
6,238
| – | – | 0.04% | 57 |
|
|
2023
Q2 | $2.36M | Sell |
6,238
-1,799
| -22% | -$681K | 0.04% | 60 |
|
|
2023
Q1 | $2.93M | Buy |
8,037
+276
| +4% | +$101K | 0.06% | 56 |
|
|
2022
Q4 | $2.49M | Buy |
+7,761
| New | +$2.49M | 0.06% | 60 |
|