Caliber Wealth Management (Utah)’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.13M | Sell |
5,457
-4
| -0.1% | -$1.56K | 1.13% | 39 |
|
|
2023
Q4 | $2.79M | Buy |
5,461
+159
| +3% | +$81.3K | 1.64% | 22 |
|
|
2023
Q3 | $2.04M | Buy |
5,302
+550
| +12% | +$212K | 1.38% | 34 |
|
|
2023
Q2 | $1.8M | Buy |
4,752
+657
| +16% | +$249K | 1.21% | 38 |
|
|
2023
Q1 | $1.49M | Buy |
4,095
+927
| +29% | +$338K | 1.12% | 42 |
|
|
2022
Q4 | $1.01M | Sell |
3,168
-1,784
| -36% | -$572K | 0.78% | 49 |
|
|
2022
Q3 | $1.38M | Buy |
4,952
+56
| +1% | +$15.7K | 1.09% | 43 |
|
|
2022
Q2 | $1.34M | Sell |
4,896
-28
| -0.6% | -$7.64K | 1.04% | 44 |
|
|
2022
Q1 | $1.8M | Buy |
4,924
+300
| +6% | +$110K | 1.15% | 42 |
|
|
2021
Q4 | $1.52M | Buy |
4,624
+666
| +17% | +$219K | 1.05% | 43 |
|
|
2021
Q3 | $1.65M | Buy |
3,958
+144
| +4% | +$60.1K | 1.16% | 43 |
|
|
2021
Q2 | $1.39M | Sell |
3,814
-250
| -6% | -$91.2K | 0.99% | 42 |
|
|
2021
Q1 | $1.25M | Buy |
4,064
+330
| +9% | +$101K | 0.9% | 43 |
|
|
2020
Q4 | $1.3M | Buy |
+3,734
| New | +$1.3M | 1.27% | 36 |
|