Physician Wealth 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 | $181K | Sell |
761
-3
| -0.4% | -$713 | 0.03% | 201 |
|
2025
Q1 | $216K | Buy |
764
+1
| +0.1% | +$283 | 0.04% | 168 |
|
2024
Q4 | $292K | Buy |
763
+2
| +0.3% | +$765 | 0.05% | 140 |
|
2024
Q3 | $219K | Sell |
761
-2
| -0.3% | -$575 | 0.04% | 175 |
|
2024
Q2 | $223K | Buy |
763
+2
| +0.3% | +$584 | 0.04% | 164 |
|
2024
Q1 | $258K | Hold |
761
| – | – | 0.05% | 136 |
|
2023
Q4 | $367K | Hold |
761
| – | – | 0.08% | 104 |
|
2023
Q3 | $284K | Hold |
761
| – | – | 0.07% | 109 |
|
2023
Q2 | $289K | Hold |
761
| – | – | 0.07% | 114 |
|
2023
Q1 | $282K | Hold |
761
| – | – | 0.07% | 114 |
|
2022
Q4 | $237K | Sell |
761
-10
| -1% | -$3.11K | 0.06% | 135 |
|
2022
Q3 | $239K | Sell |
771
-192
| -20% | -$59.5K | 0.07% | 127 |
|
2022
Q2 | $299K | Hold |
963
| – | – | 0.09% | 115 |
|
2022
Q1 | $351K | Buy |
963
+192
| +25% | +$70K | 0.09% | 108 |
|
2021
Q4 | $274K | Sell |
771
-15
| -2% | -$5.33K | 0.07% | 136 |
|
2021
Q3 | $317K | Hold |
786
| – | – | 0.09% | 116 |
|
2021
Q2 | $311K | Sell |
786
-220
| -22% | -$87K | 0.09% | 116 |
|
2021
Q1 | $301K | Buy |
1,006
+220
| +28% | +$65.8K | 0.1% | 111 |
|
2020
Q4 | $265K | Sell |
786
-25
| -3% | -$8.43K | 0.09% | 114 |
|
2020
Q3 | $256K | Sell |
811
-180
| -18% | -$56.8K | 0.1% | 110 |
|
2020
Q2 | $341K | Sell |
991
-209
| -17% | -$71.9K | 0.14% | 91 |
|
2020
Q1 | $255K | Sell |
1,200
-345
| -22% | -$73.3K | 0.13% | 91 |
|
2019
Q4 | $379K | Hold |
1,545
| – | – | 0.17% | 73 |
|
2019
Q3 | $343K | Buy |
+1,545
| New | +$343K | 0.17% | 73 |
|