RSWM
Robertson Stephens Wealth Management’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-653
| Closed | -$250K | – | 568 |
|
|
2024
Q4 | $250K | Buy |
+653
| New | +$250K | 0.01% | 501 |
|
|
2024
Q3 | – | Sell |
-1,147
| Closed | -$343K | – | 628 |
|
|
2024
Q2 | $343K | Sell |
1,147
-60
| -5% | -$17.9K | 0.02% | 389 |
|
|
2024
Q1 | $472K | Buy |
1,207
+523
| +76% | +$204K | 0.03% | 348 |
|
|
2023
Q4 | $350K | Sell |
684
-900
| -57% | -$460K | 0.02% | 356 |
|
|
2023
Q3 | $611K | Sell |
1,584
-40
| -2% | -$15.4K | 0.04% | 275 |
|
|
2023
Q2 | $615K | Sell |
1,624
-60
| -4% | -$22.7K | 0.04% | 254 |
|
|
2023
Q1 | $613K | Buy |
1,684
+183
| +12% | +$66.6K | 0.05% | 267 |
|
|
2022
Q4 | $481K | Buy |
1,501
+15
| +1% | +$4.81K | 0.05% | 264 |
|
|
2022
Q3 | $415K | Hold |
1,486
| – | – | 0.04% | 237 |
|
|
2022
Q2 | $405K | Sell |
1,486
-513
| -26% | -$140K | 0.04% | 260 |
|
|
2022
Q1 | $730K | Buy |
1,999
+512
| +34% | +$187K | 0.06% | 216 |
|
|
2021
Q4 | $582K | Buy |
1,487
+613
| +70% | +$240K | 0.05% | 244 |
|
|
2021
Q3 | $353K | Buy |
874
+89
| +11% | +$35.9K | 0.04% | 238 |
|
|
2021
Q2 | $286K | Buy |
785
+8
| +1% | +$2.92K | 0.03% | 271 |
|
|
2021
Q1 | $238K | Buy |
+777
| New | +$238K | 0.04% | 263 |
|