Mount Yale Investment Advisors’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 | $958K | Buy |
4,034
+914
| +29% | +$217K | 0.07% | 212 |
|
|
2025
Q1 | $883K | Sell |
3,120
-713
| -19% | -$202K | 0.08% | 215 |
|
|
2024
Q4 | $1.47M | Sell |
3,833
-614
| -14% | -$235K | 0.12% | 154 |
|
|
2024
Q3 | $1.21M | Buy |
+4,447
| New | +$1.21M | 0.12% | 171 |
|
|
2024
Q2 | – | Sell |
-759
| Closed | -$297K | – | 552 |
|
|
2024
Q1 | $297K | Sell |
759
-16
| -2% | -$6.25K | 0.02% | 452 |
|
|
2023
Q4 | $396K | Buy |
775
+109
| +16% | +$55.7K | 0.04% | 360 |
|
|
2023
Q3 | $257K | Sell |
666
-10
| -1% | -$3.86K | 0.03% | 421 |
|
|
2023
Q2 | $256K | Buy |
+676
| New | +$256K | 0.03% | 422 |
|
|
2023
Q1 | – | Sell |
-5,692
| Closed | -$1.82M | – | 510 |
|
|
2022
Q4 | $1.82M | Sell |
5,692
-2,825
| -33% | -$905K | 0.21% | 108 |
|
|
2022
Q3 | $2.38M | Sell |
8,517
-58
| -0.7% | -$16.2K | 0.32% | 75 |
|
|
2022
Q2 | $2.34M | Sell |
8,575
-434
| -5% | -$118K | 0.29% | 77 |
|
|
2022
Q1 | $3.29M | Sell |
9,009
-77
| -0.8% | -$28.1K | 0.36% | 62 |
|
|
2021
Q4 | $3.56M | Sell |
9,086
-59
| -0.6% | -$23.1K | 0.37% | 64 |
|
|
2021
Q3 | $3.7M | Sell |
9,145
-311
| -3% | -$126K | 0.43% | 56 |
|
|
2021
Q2 | $3.45M | Sell |
9,456
-616
| -6% | -$225K | 0.42% | 57 |
|
|
2021
Q1 | $3.09M | Buy |
10,072
+565
| +6% | +$173K | 0.4% | 64 |
|
|
2020
Q4 | $3.31M | Buy |
9,507
+46
| +0.5% | +$16K | 0.46% | 56 |
|
|
2020
Q3 | $3.12M | Sell |
9,461
-5,078
| -35% | -$1.67M | 0.44% | 53 |
|
|
2020
Q2 | $4.54M | Buy |
14,539
+3,818
| +36% | +$1.19M | 0.81% | 29 |
|
|
2020
Q1 | $2.03M | Buy |
10,721
+3,071
| +40% | +$582K | 0.46% | 54 |
|
|
2019
Q4 | $1.83M | Buy |
+7,650
| New | +$1.83M | 0.32% | 77 |
|
|
2019
Q3 | – | Sell |
-2,420
| Closed | -$439K | – | 312 |
|
|
2019
Q2 | $439K | Buy |
2,420
+659
| +37% | +$120K | 0.08% | 213 |
|
|
2019
Q1 | $289K | Sell |
1,761
-17
| -1% | -$2.79K | 0.05% | 260 |
|
|
2018
Q4 | $266K | Buy |
1,778
+1,355
| +320% | +$203K | 0.05% | 270 |
|
|
2018
Q3 | $61K | Buy |
423
+223
| +112% | +$32.2K | 0.01% | 569 |
|
|
2018
Q2 | $25K | Hold |
200
| – | – | ﹤0.01% | 745 |
|
|
2018
Q1 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 785 |
|