Peterson Wealth Services’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 | $2.43M | Buy |
10,230
+582
| +6% | +$138K | 0.67% | 39 |
|
|
2025
Q1 | $2.73M | Buy |
9,648
+1,604
| +20% | +$454K | 0.85% | 37 |
|
|
2024
Q4 | $3.08M | Buy |
8,044
+149
| +2% | +$57K | 0.92% | 31 |
|
|
2024
Q3 | $2.14M | Buy |
7,895
+915
| +13% | +$248K | 0.68% | 42 |
|
|
2024
Q2 | $2.08M | Buy |
6,980
+484
| +7% | +$145K | 0.73% | 44 |
|
|
2024
Q1 | $2.54M | Buy |
6,496
+158
| +2% | +$61.7K | 0.92% | 39 |
|
|
2023
Q4 | $3.24M | Buy |
6,338
+164
| +3% | +$83.8K | 1.39% | 23 |
|
|
2023
Q3 | $2.38M | Sell |
6,174
-1,489
| -19% | -$574K | 1.78% | 24 |
|
|
2023
Q2 | $2.9M | Buy |
7,663
+989
| +15% | +$374K | 1.39% | 22 |
|
|
2023
Q1 | $2.43M | Buy |
6,674
+466
| +8% | +$170K | 1.25% | 26 |
|
|
2022
Q4 | $1.99M | Buy |
6,208
+21
| +0.3% | +$6.73K | 1.14% | 29 |
|
|
2022
Q3 | $1.73M | Buy |
6,187
+128
| +2% | +$35.8K | 1.23% | 32 |
|
|
2022
Q2 | $1.65M | Buy |
6,059
+194
| +3% | +$52.9K | 1.19% | 34 |
|
|
2022
Q1 | $2.14M | Buy |
5,865
+369
| +7% | +$135K | 1.32% | 31 |
|
|
2021
Q4 | $2.15M | Buy |
+5,496
| New | +$2.15M | 1.43% | 31 |
|