PWAG
Polaris Wealth Advisory Group’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,609
| Closed | -$988K | – | 181 |
|
|
2023
Q2 | $988K | Sell |
2,609
-1,799
| -41% | -$681K | 0.07% | 109 |
|
|
2023
Q1 | $1.61M | Sell |
4,408
-11,341
| -72% | -$4.13M | 0.12% | 101 |
|
|
2022
Q4 | $4.91M | Sell |
15,749
-9,067
| -37% | -$2.83M | 0.37% | 76 |
|
|
2022
Q3 | $7.19M | Buy |
24,816
+22,459
| +953% | +$6.51M | 0.6% | 52 |
|
|
2022
Q2 | $643K | Buy |
+2,357
| New | +$643K | 0.05% | 98 |
|
|
2022
Q1 | – | Sell |
-23,770
| Closed | -$9.31M | – | 184 |
|
|
2021
Q4 | $9.31M | Sell |
23,770
-247
| -1% | -$96.7K | 0.53% | 60 |
|
|
2021
Q3 | $9.6M | Buy |
24,017
+891
| +4% | +$356K | 0.57% | 57 |
|
|
2021
Q2 | $8.42M | Buy |
+23,126
| New | +$8.42M | 0.5% | 66 |
|
|
2021
Q1 | – | Sell |
-15,387
| Closed | -$5.62M | – | 185 |
|
|
2020
Q4 | $5.62M | Buy |
15,387
+3,017
| +24% | +$1.1M | 0.42% | 74 |
|
|
2020
Q3 | $4.18M | Buy |
+12,370
| New | +$4.18M | 0.39% | 69 |
|
|
2020
Q1 | – | Sell |
-18,298
| Closed | -$4.46M | – | 151 |
|
|
2019
Q4 | $4.46M | Sell |
18,298
-5,956
| -25% | -$1.45M | 0.3% | 65 |
|
|
2019
Q3 | $4.59M | Buy |
24,254
+344
| +1% | +$65.1K | 0.37% | 51 |
|
|
2019
Q2 | $4.3M | Sell |
23,910
-249
| -1% | -$44.8K | 0.33% | 55 |
|
|
2019
Q1 | $4M | Sell |
24,159
-1,128
| -4% | -$187K | 0.3% | 59 |
|
|
2018
Q4 | $3.08M | Buy |
+25,287
| New | +$3.08M | 0.29% | 63 |
|