OA
Operose Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+993
| New | +$236K | 0.07% | 119 |
|
|
2024
Q4 | – | Sell |
-74
| Closed | -$20.1K | – | 551 |
|
|
2024
Q3 | $20.1K | Sell |
74
-45
| -38% | -$12.2K | 0.01% | 405 |
|
|
2024
Q2 | $35.5K | Hold |
119
| – | – | 0.01% | 277 |
|
|
2024
Q1 | $46.5K | Sell |
119
-83
| -41% | -$32.4K | 0.02% | 251 |
|
|
2023
Q4 | $103K | Sell |
202
-193
| -49% | -$98.7K | 0.04% | 155 |
|
|
2023
Q3 | $152K | Buy |
395
+350
| +778% | +$135K | 0.06% | 161 |
|
|
2023
Q2 | $17K | Hold |
45
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $16.4K | Hold |
45
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $14.4K | Hold |
45
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $13K | Hold |
45
| – | – | 0.01% | 241 |
|
|
2022
Q2 | $12K | Hold |
45
| – | – | 0.01% | 227 |
|
|
2022
Q1 | $16K | Buy |
+45
| New | +$16K | 0.01% | 228 |
|