Van Hulzen Asset Management’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 |
-6,803
| Closed | -$1.93M | – | 335 |
|
|
2025
Q1 | $1.93M | Sell |
6,803
-14,158
| -68% | -$4.01M | 0.18% | 106 |
|
|
2024
Q4 | $8.01M | Buy |
20,961
+465
| +2% | +$178K | 0.59% | 45 |
|
|
2024
Q3 | $5.56M | Sell |
20,496
-9,920
| -33% | -$2.69M | 0.4% | 63 |
|
|
2024
Q2 | $9.09M | Buy |
30,416
+21,386
| +237% | +$6.39M | 0.61% | 51 |
|
|
2024
Q1 | $3.53M | Buy |
9,030
+3,253
| +56% | +$1.27M | 0.23% | 80 |
|
|
2023
Q4 | $2.95M | Buy |
5,777
+5,207
| +914% | +$2.66M | 0.21% | 84 |
|
|
2023
Q3 | $220K | Buy |
570
+2
| +0.4% | +$772 | 0.02% | 284 |
|
|
2023
Q2 | $215K | Sell |
568
-50
| -8% | -$18.9K | 0.02% | 286 |
|
|
2023
Q1 | $225K | Sell |
618
-100
| -14% | -$36.4K | 0.02% | 262 |
|
|
2022
Q4 | $230K | Buy |
+718
| New | +$230K | 0.03% | 253 |
|
|
2021
Q3 | – | Sell |
-811
| Closed | -$296K | – | 289 |
|
|
2021
Q2 | $296K | Hold |
811
| – | – | 0.04% | 207 |
|
|
2021
Q1 | $249K | Sell |
811
-4
| -0.5% | -$1.23K | 0.04% | 217 |
|
|
2020
Q4 | $284K | Buy |
+815
| New | +$284K | 0.04% | 220 |
|