United Asset Strategies’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
$647K Buy
2,722
+95
+4% +$22.6K 0.06% 174
2025
Q1
$744K Sell
2,627
-3,112
-54% -$881K 0.07% 167
2024
Q4
$2.19M Buy
5,739
+117
+2% +$44.7K 0.2% 96
2024
Q3
$1.53M Buy
5,622
+3,394
+152% +$921K 0.14% 123
2024
Q2
$666K Buy
+2,228
New +$666K 0.07% 167