Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-633
| Closed | -$244K | – | 551 |
|
|
2023
Q3 | $244K | Buy |
+633
| New | +$244K | ﹤0.01% | 453 |
|
|
2023
Q2 | – | Sell |
-25,192
| Closed | -$9.17M | – | 549 |
|
|
2023
Q1 | $9.17M | Sell |
25,192
-523
| -2% | -$190K | 0.14% | 107 |
|
|
2022
Q4 | $8.24M | Sell |
25,715
-129
| -0.5% | -$41.3K | 0.14% | 109 |
|
|
2022
Q3 | $7.23M | Buy |
+25,844
| New | +$7.23M | 0.13% | 113 |
|