Strategic Wealth 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 | $2.91M | Buy |
+12,236
| New | +$2.91M | 0.23% | 86 |
|
|
2024
Q4 | $4M | Buy |
10,246
+5,722
| +126% | +$2.24M | 0.33% | 84 |
|
|
2024
Q3 | $1.23M | Buy |
4,524
+2,926
| +183% | +$794K | 0.12% | 130 |
|
|
2024
Q2 | $477K | Buy |
+1,598
| New | +$477K | 0.05% | 199 |
|
|
2022
Q3 | – | Sell |
-1,193
| Closed | -$325K | – | 277 |
|
|
2022
Q2 | $325K | Buy |
+1,193
| New | +$325K | 0.07% | 189 |
|
|
2019
Q4 | – | Sell |
-38
| Closed | -$3.66K | – | 345 |
|
|
2019
Q3 | $3.66K | Hold |
38
| – | – | 0.02% | 188 |
|
|
2019
Q2 | $6K | Buy |
38
+19
| +100% | +$3K | ﹤0.01% | 615 |
|
|
2019
Q1 | $3K | Buy |
19
+2
| +12% | +$316 | ﹤0.01% | 701 |
|
|
2018
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 637 |
|