NewEdge Wealth’s lululemon athletica LULU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,679
Closed -$349K 1226
2025
Q4
$349K Buy
+1,679
New +$304K ﹤0.01% 968
2025
Q2
Sell
-2,432
Closed -$688K 1003
2025
Q1
$688K Buy
2,432
+39
+2% +$14.3K 0.01% 550
2024
Q4
$915K Sell
2,393
-156
-6% -$50.9K 0.02% 505
2024
Q3
$692K Sell
2,549
-54,927
-96% -$14.6M 0.01% 541
2024
Q2
$17.2M Sell
57,476
-1,254
-2% -$419K 0.37% 75
2024
Q1
$20.6M Buy
58,730
+58,246
+12,034% +$26.9M 0.46% 58
2023
Q4
$247K Buy
+484
New +$209K 0.01% 662
2023
Q3
Sell
-598
Closed -$226K 658
2023
Q2
$226K Sell
598
-34
-5% -$12.5K 0.01% 586
2023
Q1
$230K Sell
632
-5,751
-90% -$1.8M 0.01% 557
2022
Q4
$2.04M Buy
6,383
+4
+0.1% +$1.31K 0.09% 208
2022
Q3
$1.78M Buy
6,379
+1,363
+27% +$423K 0.08% 204
2022
Q2
$1.37M Buy
+5,016
New +$1.61M 0.06% 246

Other funds holding LULU