SWM
Sculati Wealth Management’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
6,003
-564
| -9% | -$134K | 0.54% | 56 |
|
|
2025
Q1 | $1.86M | Sell |
6,567
-679
| -9% | -$192K | 0.75% | 39 |
|
|
2024
Q4 | $2.77M | Sell |
7,246
-183
| -2% | -$70K | 1.1% | 27 |
|
|
2024
Q3 | $2.02M | Sell |
7,429
-95
| -1% | -$25.8K | 0.8% | 39 |
|
|
2024
Q2 | $2.25M | Sell |
7,524
-16
| -0.2% | -$4.78K | 0.96% | 35 |
|
|
2024
Q1 | $2.95M | Sell |
7,540
-72
| -0.9% | -$28.1K | 1.27% | 25 |
|
|
2023
Q4 | $3.89M | Sell |
7,612
-294
| -4% | -$150K | 1.81% | 13 |
|
|
2023
Q3 | $3.05M | Sell |
7,906
-35
| -0.4% | -$13.5K | 1.56% | 15 |
|
|
2023
Q2 | $3.01M | Sell |
7,941
-15
| -0.2% | -$5.68K | 1.51% | 14 |
|
|
2023
Q1 | $2.9M | Sell |
7,956
-105
| -1% | -$38.2K | 1.54% | 15 |
|
|
2022
Q4 | $2.58M | Sell |
8,061
-298
| -4% | -$95.5K | 1.45% | 19 |
|
|
2022
Q3 | $2.34M | Sell |
8,359
-23
| -0.3% | -$6.43K | 1.38% | 18 |
|
|
2022
Q2 | $2.29M | Hold |
8,382
| – | – | 1.3% | 19 |
|
|
2022
Q1 | $3.06M | Sell |
8,382
-39
| -0.5% | -$14.2K | 1.5% | 15 |
|
|
2021
Q4 | $3.3M | Sell |
8,421
-57
| -0.7% | -$22.3K | 1.59% | 16 |
|
|
2021
Q3 | $3.43M | Sell |
8,478
-32
| -0.4% | -$13K | 1.82% | 12 |
|
|
2021
Q2 | $3.11M | Hold |
8,510
| – | – | 1.65% | 15 |
|
|
2021
Q1 | $2.61M | Sell |
8,510
-1,390
| -14% | -$426K | 1.5% | 17 |
|
|
2020
Q4 | $3.45M | Buy |
9,900
+1
| +0% | +$348 | 2.26% | 10 |
|
|
2020
Q3 | $3.26M | Buy |
9,899
+117
| +1% | +$38.5K | 2.44% | 9 |
|
|
2020
Q2 | $3.05M | Buy |
9,782
+986
| +11% | +$308K | 2.57% | 9 |
|
|
2020
Q1 | $1.67M | Buy |
8,796
+1,564
| +22% | +$296K | 1.83% | 11 |
|
|
2019
Q4 | $1.68M | Buy |
+7,232
| New | +$1.68M | 1.5% | 18 |
|