Wealth Advisors of Tampa Bay’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 | $1.05M | Buy |
4,432
+105
| +2% | +$24.9K | 0.4% | 61 |
|
|
2025
Q1 | $1.22M | Hold |
4,327
| – | – | 0.5% | 57 |
|
|
2024
Q4 | $1.65M | Buy |
4,327
+60
| +1% | +$22.9K | 0.71% | 46 |
|
|
2024
Q3 | $1.16M | Buy |
4,267
+1,030
| +32% | +$279K | 0.48% | 59 |
|
|
2024
Q2 | $967K | Buy |
3,237
+530
| +20% | +$158K | 0.45% | 62 |
|
|
2024
Q1 | $1.06M | Hold |
2,707
| – | – | 0.5% | 58 |
|
|
2023
Q4 | $1.38M | Sell |
2,707
-2,807
| -51% | -$1.44M | 0.7% | 49 |
|
|
2023
Q3 | $2.13M | Buy |
5,514
+2,757
| +100% | +$1.06M | 0.59% | 55 |
|
|
2023
Q2 | $1.04M | Sell |
2,757
-725
| -21% | -$274K | 0.57% | 52 |
|
|
2023
Q1 | $1.27M | Buy |
3,482
+897
| +35% | +$327K | 0.73% | 47 |
|
|
2022
Q4 | $828K | Hold |
2,585
| – | – | 0.51% | 53 |
|
|
2022
Q3 | $723K | Sell |
2,585
-2,785
| -52% | -$779K | 0.5% | 54 |
|
|
2022
Q2 | $1.46M | Buy |
5,370
+120
| +2% | +$32.7K | 0.45% | 57 |
|
|
2022
Q1 | $1.92M | Buy |
5,250
+170
| +3% | +$62.1K | 0.52% | 57 |
|
|
2021
Q4 | $1.99M | Buy |
5,080
+2,575
| +103% | +$1.01M | 0.49% | 63 |
|
|
2021
Q3 | $1.01M | Hold |
2,505
| – | – | 0.56% | 59 |
|
|
2021
Q2 | $914K | Buy |
2,505
+1,015
| +68% | +$370K | 0.51% | 60 |
|
|
2021
Q1 | $457K | Buy |
+1,490
| New | +$457K | 0.27% | 70 |
|