Winthrop Advisory Group’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 | $256K | Sell |
1,076
-230
| -18% | -$54.6K | 0.02% | 148 |
|
|
2025
Q1 | $370K | Sell |
1,306
-52
| -4% | -$14.7K | 0.04% | 105 |
|
|
2024
Q4 | $519K | Sell |
1,358
-25
| -2% | -$9.56K | 0.06% | 95 |
|
|
2024
Q3 | $375K | Hold |
1,383
| – | – | 0.05% | 101 |
|
|
2024
Q2 | $413K | Hold |
1,383
| – | – | 0.06% | 96 |
|
|
2024
Q1 | $540K | Sell |
1,383
-37
| -3% | -$14.5K | 0.08% | 76 |
|
|
2023
Q4 | $726K | Buy |
+1,420
| New | +$726K | 0.11% | 63 |
|
|
2020
Q4 | – | Sell |
-778
| Closed | -$261K | – | 137 |
|
|
2020
Q3 | $261K | Buy |
+778
| New | +$261K | 0.08% | 100 |
|