Mount Yale Investment Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
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|
2025
Q1 | $883K | Sell |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $2.38M | Sell |
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|
2022
Q2 | $2.34M | Sell |
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|
2022
Q1 | $3.29M | Sell |
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|
2021
Q4 | $3.56M | Sell |
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|
2021
Q3 | $3.7M | Sell |
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|
2021
Q2 | $3.45M | Sell |
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|
2021
Q1 | $3.09M | Buy |
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|
2020
Q4 | $3.31M | Buy |
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|
2020
Q3 | $3.12M | Sell |
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|
2020
Q2 | $4.54M | Buy |
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|
2020
Q1 | $2.03M | Buy |
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|
2019
Q4 | $1.83M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $439K | Buy |
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|
2019
Q1 | $289K | Sell |
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|
2018
Q4 | $266K | Buy |
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|
2018
Q3 | $61K | Buy |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $18K | Buy |
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