Oak Harvest Investment Services’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,265
| Closed | -$3.01M | – | 117 |
|
|
2023
Q1 | $3.01M | Sell |
8,265
-1,704
| -17% | -$621K | 0.69% | 51 |
|
|
2022
Q4 | $3.19M | Sell |
9,969
-1,223
| -11% | -$392K | 0.83% | 45 |
|
|
2022
Q3 | $3.13M | Sell |
11,192
-473
| -4% | -$132K | 0.83% | 45 |
|
|
2022
Q2 | $3.18M | Sell |
11,665
-731
| -6% | -$199K | 0.86% | 45 |
|
|
2022
Q1 | $4.53M | Sell |
12,396
-610
| -5% | -$223K | 1.12% | 43 |
|
|
2021
Q4 | $5.09M | Buy |
13,006
+1,979
| +18% | +$775K | 1.26% | 37 |
|
|
2021
Q3 | $4.46M | Buy |
11,027
+1,527
| +16% | +$618K | 1.3% | 34 |
|
|
2021
Q2 | $3.47M | Buy |
9,500
+3,882
| +69% | +$1.42M | 1.14% | 38 |
|
|
2021
Q1 | $1.72M | Buy |
5,618
+2,452
| +77% | +$752K | 0.66% | 54 |
|
|
2020
Q4 | $1.1M | Buy |
+3,166
| New | +$1.1M | 0.47% | 53 |
|