Rothschild Investment LLC’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 | $306K | Sell |
1,287
-837
| -39% | -$199K | 0.02% | 422 |
|
|
2025
Q1 | $601K | Sell |
2,124
-31
| -1% | -$8.78K | 0.04% | 297 |
|
|
2024
Q4 | $824K | Buy |
2,155
+1,066
| +98% | +$408K | 0.05% | 264 |
|
|
2024
Q3 | $296K | Buy |
1,089
+107
| +11% | +$29K | 0.02% | 432 |
|
|
2024
Q2 | $293K | Buy |
982
+821
| +510% | +$245K | 0.02% | 426 |
|
|
2024
Q1 | $62.9K | Buy |
161
+5
| +3% | +$1.95K | ﹤0.01% | 690 |
|
|
2023
Q4 | $79.8K | Buy |
+156
| New | +$79.8K | 0.01% | 582 |
|
|
2018
Q1 | – | Sell |
-3,550
| Closed | -$279K | – | 399 |
|
|
2017
Q4 | $279K | Sell |
3,550
-625
| -15% | -$49.1K | 0.03% | 343 |
|
|
2017
Q3 | $260K | Sell |
4,175
-1,350
| -24% | -$84.1K | 0.03% | 359 |
|
|
2017
Q2 | $330K | Sell |
5,525
-875
| -14% | -$52.3K | 0.04% | 333 |
|
|
2017
Q1 | $332K | Buy |
6,400
+500
| +8% | +$25.9K | 0.04% | 331 |
|
|
2016
Q4 | $383K | Buy |
5,900
+1,000
| +20% | +$64.9K | 0.05% | 307 |
|
|
2016
Q3 | $299K | Sell |
4,900
-75
| -2% | -$4.58K | 0.04% | 345 |
|
|
2016
Q2 | $367K | Sell |
4,975
-1,025
| -17% | -$75.6K | 0.05% | 313 |
|
|
2016
Q1 | $406K | Sell |
6,000
-1,050
| -15% | -$71.1K | 0.05% | 294 |
|
|
2015
Q4 | $370K | Buy |
7,050
+500
| +8% | +$26.2K | 0.05% | 318 |
|
|
2015
Q3 | $332K | Buy |
6,550
+1,875
| +40% | +$95K | 0.04% | 342 |
|
|
2015
Q2 | $305K | Buy |
+4,675
| New | +$305K | 0.04% | 383 |
|