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