Venturi Wealth 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
Q1 | – | Sell |
-298
| Closed | -$114K | – | 1303 |
|
2024
Q4 | $114K | Sell |
298
-93
| -24% | -$35.6K | 0.01% | 719 |
|
2024
Q3 | $106K | Buy |
391
+6
| +2% | +$1.63K | 0.01% | 548 |
|
2024
Q2 | $115K | Sell |
385
-45
| -10% | -$13.4K | 0.01% | 481 |
|
2024
Q1 | $168K | Sell |
430
-12
| -3% | -$4.69K | 0.01% | 365 |
|
2023
Q4 | $226K | Buy |
442
+51
| +13% | +$26.1K | 0.02% | 336 |
|
2023
Q3 | $151K | Buy |
391
+56
| +17% | +$21.6K | 0.01% | 359 |
|
2023
Q2 | $127K | Hold |
335
| – | – | 0.01% | 353 |
|
2023
Q1 | $122K | Buy |
+335
| New | +$122K | 0.01% | 377 |
|