Perfromance Wealth 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 |
-632
| Closed | -$242K | – | 184 |
|
2024
Q4 | $242K | Buy |
+632
| New | +$242K | 0.01% | 156 |
|
2024
Q2 | – | Sell |
-1,559
| Closed | -$609K | – | 176 |
|
2024
Q1 | $609K | Sell |
1,559
-85
| -5% | -$33.2K | 0.03% | 82 |
|
2023
Q4 | $841K | Sell |
1,644
-75
| -4% | -$38.3K | 0.04% | 77 |
|
2023
Q3 | $663K | Hold |
1,719
| – | – | 0.03% | 91 |
|
2023
Q2 | $646K | Sell |
1,719
-45
| -3% | -$16.9K | 0.03% | 98 |
|
2023
Q1 | $642K | Buy |
+1,764
| New | +$642K | 0.03% | 95 |
|