U.S. Capital Wealth 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 | – | Sell |
-1,492
| Closed | -$422K | – | 912 |
|
2025
Q1 | $422K | Sell |
1,492
-246
| -14% | -$69.6K | 0.01% | 622 |
|
2024
Q4 | $665K | Buy |
1,738
+283
| +19% | +$108K | 0.02% | 504 |
|
2024
Q3 | $395K | Buy |
1,455
+676
| +87% | +$183K | 0.01% | 532 |
|
2024
Q2 | $233K | Buy |
779
+122
| +19% | +$36.4K | 0.01% | 622 |
|
2024
Q1 | $257K | Buy |
+657
| New | +$257K | 0.01% | 598 |
|
2023
Q2 | – | Sell |
-1,242
| Closed | -$452K | – | 677 |
|
2023
Q1 | $452K | Sell |
1,242
-91
| -7% | -$33.1K | 0.02% | 447 |
|
2022
Q4 | $427K | Buy |
1,333
+173
| +15% | +$55.4K | 0.02% | 484 |
|
2022
Q3 | $324K | Sell |
1,160
-150
| -11% | -$41.9K | 0.02% | 509 |
|
2022
Q2 | $357K | Sell |
1,310
-688
| -34% | -$187K | 0.02% | 528 |
|
2022
Q1 | $730K | Buy |
1,998
+8
| +0.4% | +$2.92K | 0.03% | 441 |
|
2021
Q4 | $779K | Buy |
1,990
+290
| +17% | +$114K | 0.03% | 437 |
|
2021
Q3 | $688K | Buy |
+1,700
| New | +$688K | 0.03% | 454 |
|