Wealthspire Advisors (New York)’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 |
-565
| Closed | -$216K | – | 815 |
|
|
2024
Q4 | $216K | Buy |
+565
| New | +$216K | ﹤0.01% | 730 |
|
|
2021
Q4 | – | Sell |
-1,075
| Closed | -$435K | – | 589 |
|
|
2021
Q3 | $435K | Buy |
+1,075
| New | +$435K | 0.01% | 384 |
|
|
2021
Q2 | – | Sell |
-707
| Closed | -$217K | – | 539 |
|
|
2021
Q1 | $217K | Buy |
+707
| New | +$217K | 0.01% | 651 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$2K | – | 479 |
|
|
2018
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 760 |
|