SWA
SFMG Wealth Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
11,877
+479
| +4% | +$114K | 0.21% | 58 |
|
|
2025
Q1 | $3.23M | Buy |
11,398
+410
| +4% | +$116K | 0.25% | 51 |
|
|
2024
Q4 | $4.2M | Sell |
10,988
-10
| -0.1% | -$3.82K | 0.33% | 43 |
|
|
2024
Q3 | $2.98M | Buy |
+10,998
| New | +$2.98M | 0.24% | 50 |
|
|
2024
Q2 | – | Sell |
-517
| Closed | -$202K | – | 280 |
|
|
2024
Q1 | $202K | Buy |
517
+1
| +0.2% | +$391 | 0.02% | 251 |
|
|
2023
Q4 | $264K | Buy |
+516
| New | +$264K | 0.02% | 203 |
|
|
2023
Q2 | – | Sell |
-565
| Closed | -$206K | – | 264 |
|
|
2023
Q1 | $206K | Buy |
+565
| New | +$206K | 0.02% | 230 |
|
|
2022
Q2 | – | Sell |
-560
| Closed | -$205K | – | 294 |
|
|
2022
Q1 | $205K | Sell |
560
-9
| -2% | -$3.3K | 0.02% | 273 |
|
|
2021
Q4 | $223K | Sell |
569
-2
| -0.4% | -$784 | 0.02% | 252 |
|
|
2021
Q3 | $231K | Buy |
+571
| New | +$231K | 0.03% | 221 |
|