World Investment Advisors’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 | $1.16M | Buy |
4,866
+75
| +2% | +$17.8K | 0.03% | 492 |
|
|
2025
Q1 | $1.36M | Buy |
4,791
+258
| +6% | +$73K | 0.04% | 427 |
|
|
2024
Q4 | $1.73M | Buy |
+4,533
| New | +$1.73M | 0.05% | 355 |
|
|
2023
Q4 | – | Sell |
-835
| Closed | -$322K | – | 393 |
|
|
2023
Q3 | $322K | Hold |
835
| – | – | 0.06% | 193 |
|
|
2023
Q2 | $316K | Sell |
835
-79
| -9% | -$29.9K | 0.06% | 192 |
|
|
2023
Q1 | $333K | Buy |
+914
| New | +$333K | 0.07% | 172 |
|