Valmark Advisers’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 | $642K | Hold |
2,704
| – | – | 0.01% | 406 |
|
|
2025
Q1 | $765K | Sell |
2,704
-112
| -4% | -$31.7K | 0.01% | 357 |
|
|
2024
Q4 | $1.08M | Sell |
2,816
-6
| -0.2% | -$2.29K | 0.02% | 292 |
|
|
2024
Q3 | $766K | Buy |
2,822
+8
| +0.3% | +$2.17K | 0.01% | 351 |
|
|
2024
Q2 | $841K | Buy |
2,814
+128
| +5% | +$38.2K | 0.01% | 311 |
|
|
2024
Q1 | $1.05M | Buy |
2,686
+20
| +0.8% | +$7.81K | 0.02% | 261 |
|
|
2023
Q4 | $1.36M | Hold |
2,666
| – | – | 0.03% | 203 |
|
|
2023
Q3 | $1.03M | Hold |
2,666
| – | – | 0.02% | 221 |
|
|
2023
Q2 | $1.01M | Sell |
2,666
-10
| -0.4% | -$3.79K | 0.02% | 228 |
|
|
2023
Q1 | $975K | Buy |
+2,676
| New | +$975K | 0.02% | 225 |
|