Summit Trail Advisors’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 | $519K | Buy |
+2,184
| New | +$519K | 0.01% | 724 |
|
|
2024
Q2 | – | Sell |
-519
| Closed | -$203K | – | 640 |
|
|
2024
Q1 | $203K | Buy |
+519
| New | +$203K | 0.01% | 560 |
|
|
2023
Q4 | – | Sell |
-591
| Closed | -$228K | – | 583 |
|
|
2023
Q3 | $228K | Buy |
+591
| New | +$228K | 0.01% | 467 |
|
|
2022
Q1 | – | Sell |
-2,624
| Closed | -$1.03M | – | 353 |
|
|
2021
Q4 | $1.03M | Buy |
+2,624
| New | +$1.03M | 0.07% | 128 |
|
|
2018
Q1 | – | Sell |
-89
| Closed | -$7K | – | 1144 |
|
|
2017
Q4 | $7K | Buy |
+89
| New | +$7K | ﹤0.01% | 1325 |
|