Shepherd Financial Partners’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 | $810K | Sell |
3,409
-297
| -8% | -$70.6K | 0.09% | 118 |
|
|
2025
Q1 | $1.05M | Buy |
3,706
+171
| +5% | +$48.4K | 0.12% | 107 |
|
|
2024
Q4 | $1.35M | Buy |
3,535
+24
| +0.7% | +$9.18K | 0.16% | 81 |
|
|
2024
Q3 | $953K | Buy |
+3,511
| New | +$953K | 0.11% | 102 |
|
|
2024
Q2 | – | Sell |
-1,650
| Closed | -$645K | – | 218 |
|
|
2024
Q1 | $645K | Buy |
+1,650
| New | +$645K | 0.08% | 131 |
|