BerganKDV 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
Q2 | $18.9K | Sell |
50
-17
| -25% | -$6.44K | ﹤0.01% | 491 |
|
|
2023
Q1 | $24.4K | Buy |
67
+1
| +2% | +$364 | ﹤0.01% | 498 |
|
|
2022
Q4 | $21.1K | Sell |
66
-82
| -55% | -$26.3K | ﹤0.01% | 483 |
|
|
2022
Q3 | $41K | Sell |
148
-8
| -5% | -$2.22K | ﹤0.01% | 389 |
|
|
2022
Q2 | $43K | Hold |
156
| – | – | ﹤0.01% | 398 |
|
|
2022
Q1 | $57K | Hold |
156
| – | – | 0.01% | 387 |
|
|
2021
Q4 | $61K | Hold |
156
| – | – | 0.01% | 400 |
|
|
2021
Q3 | $63K | Hold |
156
| – | – | 0.01% | 373 |
|
|
2021
Q2 | $57K | Hold |
156
| – | – | 0.01% | 372 |
|
|
2021
Q1 | $48K | Sell |
156
-8
| -5% | -$2.46K | 0.01% | 372 |
|
|
2020
Q4 | $57K | Buy |
164
+123
| +300% | +$42.8K | 0.01% | 339 |
|
|
2020
Q3 | $14K | Hold |
41
| – | – | ﹤0.01% | 468 |
|
|
2020
Q2 | $13K | Sell |
41
-5
| -11% | -$1.59K | ﹤0.01% | 502 |
|
|
2020
Q1 | $9K | Buy |
46
+17
| +59% | +$3.33K | ﹤0.01% | 505 |
|
|
2019
Q4 | $7K | Buy |
+29
| New | +$7K | ﹤0.01% | 567 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$14K | – | 733 |
|
|
2019
Q2 | $14K | Hold |
75
| – | – | ﹤0.01% | 476 |
|
|
2019
Q1 | $12K | Hold |
75
| – | – | ﹤0.01% | 505 |
|
|
2018
Q4 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 496 |
|