Optimum 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 | $6.65K | Hold |
28
| – | – | ﹤0.01% | 530 |
|
|
2025
Q1 | $7.93K | Hold |
28
| – | – | ﹤0.01% | 532 |
|
|
2024
Q4 | $10.7K | Hold |
28
| – | – | ﹤0.01% | 500 |
|
|
2024
Q3 | $7.6K | Hold |
28
| – | – | ﹤0.01% | 550 |
|
|
2024
Q2 | $8.36K | Hold |
28
| – | – | ﹤0.01% | 533 |
|
|
2024
Q1 | $10.9K | Hold |
28
| – | – | 0.01% | 516 |
|
|
2023
Q4 | $14.3K | Hold |
28
| – | – | 0.01% | 480 |
|
|
2023
Q3 | $10.8K | Sell |
28
-100
| -78% | -$38.6K | 0.01% | 533 |
|
|
2023
Q2 | $48.4K | Buy |
128
+100
| +357% | +$37.9K | 0.02% | 373 |
|
|
2023
Q1 | $10.2K | Sell |
28
-35
| -56% | -$12.7K | 0.01% | 564 |
|
|
2022
Q4 | $20.2K | Hold |
63
| – | – | 0.01% | 486 |
|
|
2022
Q3 | $18K | Hold |
63
| – | – | 0.01% | 511 |
|
|
2022
Q2 | $17K | Sell |
63
-40
| -39% | -$10.8K | 0.01% | 535 |
|
|
2022
Q1 | $38K | Hold |
103
| – | – | 0.02% | 484 |
|
|
2021
Q4 | $40K | Buy |
103
+40
| +63% | +$15.5K | 0.02% | 504 |
|
|
2021
Q3 | $25K | Hold |
63
| – | – | 0.01% | 565 |
|
|
2021
Q2 | $23K | Buy |
63
+22
| +54% | +$8.03K | 0.01% | 638 |
|
|
2021
Q1 | $13K | Buy |
41
+5
| +14% | +$1.59K | ﹤0.01% | 730 |
|
|
2020
Q4 | $13K | Hold |
36
| – | – | ﹤0.01% | 687 |
|
|
2020
Q3 | $12K | Buy |
+36
| New | +$12K | ﹤0.01% | 672 |
|
|
2020
Q2 | – | Sell |
-434
| Closed | -$82K | – | 896 |
|
|
2020
Q1 | $82K | Buy |
+434
| New | +$82K | 0.03% | 342 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$90K | – | 1006 |
|
|
2019
Q2 | $90K | Buy |
500
+433
| +646% | +$77.9K | 0.03% | 393 |
|
|
2019
Q1 | $11K | Sell |
67
-1,375
| -95% | -$226K | ﹤0.01% | 792 |
|
|
2018
Q4 | $175K | Buy |
1,442
+1,375
| +2,052% | +$167K | 0.06% | 277 |
|
|
2018
Q3 | $11K | Hold |
67
| – | – | ﹤0.01% | 826 |
|
|
2018
Q2 | $8K | Hold |
67
| – | – | ﹤0.01% | 872 |
|
|
2018
Q1 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 877 |
|