River 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 | $5.86M | Buy |
+24,649
| New | +$5.86M | 0.73% | 38 |
|
|
2024
Q2 | – | Sell |
-561
| Closed | -$219K | – | 203 |
|
|
2024
Q1 | $219K | Sell |
561
-17
| -3% | -$6.64K | 0.03% | 194 |
|
|
2023
Q4 | $296K | Sell |
578
-10
| -2% | -$5.11K | 0.05% | 173 |
|
|
2023
Q3 | $227K | Hold |
588
| – | – | 0.04% | 193 |
|
|
2023
Q2 | $223K | Sell |
588
-13
| -2% | -$4.92K | 0.04% | 201 |
|
|
2023
Q1 | $219K | Buy |
+601
| New | +$219K | 0.04% | 197 |
|
|
2022
Q2 | – | Sell |
-601
| Closed | -$219K | – | 222 |
|
|
2022
Q1 | $219K | Hold |
601
| – | – | 0.04% | 216 |
|
|
2021
Q4 | $235K | Hold |
601
| – | – | 0.04% | 211 |
|
|
2021
Q3 | $243K | Sell |
601
-4
| -0.7% | -$1.62K | 0.04% | 197 |
|
|
2021
Q2 | $221K | Buy |
+605
| New | +$221K | 0.04% | 203 |
|