AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-541
| Closed | -$207K | – | 2230 |
|
|
2024
Q4 | $207K | Sell |
541
-1,049
| -66% | -$402K | ﹤0.01% | 1261 |
|
|
2024
Q3 | $431K | Sell |
1,590
-112
| -7% | -$30.4K | ﹤0.01% | 928 |
|
|
2024
Q2 | $508K | Sell |
1,702
-172
| -9% | -$51.4K | 0.01% | 885 |
|
|
2024
Q1 | $732K | Sell |
1,874
-8,642
| -82% | -$3.38M | 0.01% | 726 |
|
|
2023
Q4 | $5.03M | Sell |
10,516
-2,064
| -16% | -$987K | 0.03% | 586 |
|
|
2023
Q3 | $4.85M | Buy |
12,580
+3,834
| +44% | +$1.48M | 0.03% | 553 |
|
|
2023
Q2 | $3.31M | Buy |
8,746
+4,283
| +96% | +$1.62M | 0.02% | 675 |
|
|
2023
Q1 | $1.63M | Buy |
4,463
+2,157
| +94% | +$786K | 0.01% | 866 |
|
|
2022
Q4 | $739K | Sell |
2,306
-2,288
| -50% | -$733K | 0.01% | 1115 |
|
|
2022
Q3 | $1.28M | Buy |
4,594
+2,021
| +79% | +$565K | 0.01% | 845 |
|
|
2022
Q2 | $701K | Buy |
2,573
+153
| +6% | +$41.7K | 0.01% | 1025 |
|
|
2022
Q1 | $884K | Sell |
2,420
-502
| -17% | -$183K | 0.01% | 955 |
|
|
2021
Q4 | $1.14M | Sell |
2,922
-1,844
| -39% | -$722K | 0.01% | 887 |
|
|
2021
Q3 | $1.93M | Buy |
4,766
+2,553
| +115% | +$1.03M | 0.02% | 660 |
|
|
2021
Q2 | $808K | Sell |
2,213
-224
| -9% | -$81.8K | 0.01% | 909 |
|
|
2021
Q1 | $747K | Sell |
2,437
-1,396
| -36% | -$428K | 0.01% | 868 |
|
|
2020
Q4 | $1.33M | Buy |
3,833
+1,636
| +74% | +$569K | 0.02% | 614 |
|
|
2020
Q3 | $724K | Sell |
2,197
-914
| -29% | -$301K | 0.01% | 727 |
|
|
2020
Q2 | $971K | Buy |
3,111
+536
| +21% | +$167K | 0.02% | 636 |
|
|
2020
Q1 | $488K | Buy |
2,575
+1,255
| +95% | +$238K | 0.01% | 685 |
|
|
2019
Q4 | $306K | Buy |
1,320
+100
| +8% | +$23.2K | 0.01% | 893 |
|
|
2019
Q3 | $235K | Sell |
1,220
-2,081
| -63% | -$401K | 0.01% | 872 |
|
|
2019
Q2 | $595K | Buy |
+3,301
| New | +$595K | 0.02% | 538 |
|