Center for Financial Planning’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 | $105K | Buy |
440
+42
| +11% | +$9.98K | 0.01% | 216 |
|
|
2025
Q1 | $113K | Buy |
398
+140
| +54% | +$39.6K | 0.01% | 194 |
|
|
2024
Q4 | $98.7K | Buy |
258
+208
| +416% | +$79.5K | 0.01% | 198 |
|
|
2024
Q3 | $13.6K | Sell |
50
-80
| -62% | -$21.7K | ﹤0.01% | 371 |
|
|
2024
Q2 | $38.8K | Hold |
130
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $50.8K | Buy |
130
+80
| +160% | +$31.3K | 0.01% | 235 |
|
|
2023
Q4 | $25.6K | Hold |
50
| – | – | ﹤0.01% | 291 |
|
|
2023
Q3 | $19.3K | Hold |
50
| – | – | ﹤0.01% | 304 |
|
|
2023
Q2 | $18.9K | Buy |
+50
| New | +$18.9K | ﹤0.01% | 321 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$4K | – | 664 |
|
|
2022
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 438 |
|
|
2022
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 430 |
|
|
2021
Q4 | $6K | Sell |
15
-15
| -50% | -$6K | ﹤0.01% | 420 |
|
|
2021
Q3 | $12K | Hold |
30
| – | – | ﹤0.01% | 342 |
|
|
2021
Q2 | $11K | Hold |
30
| – | – | ﹤0.01% | 351 |
|
|
2021
Q1 | $9K | Hold |
30
| – | – | ﹤0.01% | 398 |
|
|
2020
Q4 | $10K | Hold |
30
| – | – | ﹤0.01% | 341 |
|
|
2020
Q3 | $10K | Buy |
+30
| New | +$10K | ﹤0.01% | 305 |
|