Pacific Capital Partners’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,352
| Closed | -$1.28M | – | 56 |
|
2024
Q4 | $1.28M | Buy |
3,352
+1,196
| +55% | +$457K | 0.75% | 34 |
|
2024
Q3 | $585K | Hold |
2,156
| – | – | 0.34% | 52 |
|
2024
Q2 | $644K | Buy |
2,156
+451
| +26% | +$135K | 0.43% | 52 |
|
2024
Q1 | $666K | Hold |
1,705
| – | – | 0.44% | 52 |
|
2023
Q4 | $872K | Sell |
1,705
-499
| -23% | -$255K | 0.66% | 40 |
|
2023
Q3 | $850K | Buy |
+2,204
| New | +$850K | 0.51% | 41 |
|