Perigon Wealth Management’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 | $341K | Buy |
1,437
+632
| +79% | +$150K | 0.01% | 801 |
|
|
2025
Q1 | $228K | Buy |
805
+244
| +43% | +$69.1K | 0.01% | 912 |
|
|
2024
Q4 | $208K | Sell |
561
-559
| -50% | -$207K | 0.01% | 962 |
|
|
2024
Q3 | $304K | Sell |
1,120
-306
| -21% | -$83K | 0.01% | 783 |
|
|
2024
Q2 | $426K | Sell |
1,426
-166
| -10% | -$49.6K | 0.01% | 582 |
|
|
2024
Q1 | $622K | Buy |
1,592
+264
| +20% | +$103K | 0.02% | 482 |
|
|
2023
Q4 | $679K | Buy |
1,328
+481
| +57% | +$246K | 0.02% | 420 |
|
|
2023
Q3 | $327K | Buy |
+847
| New | +$327K | 0.01% | 557 |
|
|
2023
Q2 | – | Sell |
-881
| Closed | -$321K | – | 799 |
|
|
2023
Q1 | $321K | Buy |
+881
| New | +$321K | 0.02% | 521 |
|
|
2022
Q2 | – | Sell |
-808
| Closed | -$295K | – | 597 |
|
|
2022
Q1 | $295K | Buy |
+808
| New | +$295K | 0.02% | 460 |
|
|
2021
Q3 | – | Sell |
-548
| Closed | -$200K | – | 542 |
|
|
2021
Q2 | $200K | Sell |
548
-1,001
| -65% | -$365K | 0.02% | 498 |
|
|
2021
Q1 | $475K | Buy |
1,549
+548
| +55% | +$168K | 0.05% | 300 |
|
|
2020
Q4 | $348K | Buy |
1,001
+93
| +10% | +$32.3K | 0.04% | 308 |
|
|
2020
Q3 | $299K | Buy |
+908
| New | +$299K | 0.04% | 295 |
|
|
2019
Q4 | – | Sell |
-2,200
| Closed | -$449K | – | 274 |
|
|
2019
Q3 | $449K | Buy |
2,200
+300
| +16% | +$61.2K | 0.11% | 133 |
|
|
2019
Q2 | $342K | Buy |
+1,900
| New | +$342K | 0.08% | 156 |
|
|
2019
Q1 | – | Sell |
-1,700
| Closed | -$258K | – | 232 |
|
|
2018
Q4 | $258K | Buy |
+1,700
| New | +$258K | 0.07% | 177 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$18K | – | 457 |
|
|
2018
Q1 | $18K | Hold |
200
| – | – | 0.01% | 454 |
|
|
2017
Q4 | $16K | Hold |
200
| – | – | 0.01% | 440 |
|
|
2017
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 493 |
|
|
2017
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 488 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 525 |
|
|
2016
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 526 |
|
|
2016
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 462 |
|
|
2016
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 355 |
|
|
2016
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 234 |
|