Creative 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 | $3.07M | Sell |
12,920
-13,567
| -51% | -$3.22M | ﹤0.01% | 1017 |
|
2025
Q1 | $7.5M | Buy |
26,487
+7,455
| +39% | +$2.11M | 0.01% | 575 |
|
2024
Q4 | $7.28M | Buy |
19,032
+3,642
| +24% | +$1.39M | 0.01% | 547 |
|
2024
Q3 | $4.18M | Sell |
15,390
-17,473
| -53% | -$4.74M | ﹤0.01% | 708 |
|
2024
Q2 | $9.82M | Buy |
32,863
+18,070
| +122% | +$5.4M | 0.01% | 415 |
|
2024
Q1 | $5.78M | Sell |
14,793
-1,814
| -11% | -$709K | 0.01% | 565 |
|
2023
Q4 | $8.49M | Buy |
16,607
+5,281
| +47% | +$2.7M | 0.02% | 417 |
|
2023
Q3 | $4.37M | Buy |
11,326
+1,378
| +14% | +$531K | 0.01% | 572 |
|
2023
Q2 | $3.77M | Sell |
9,948
-446
| -4% | -$169K | 0.01% | 602 |
|
2023
Q1 | $3.79M | Buy |
10,394
+120
| +1% | +$43.7K | 0.01% | 574 |
|
2022
Q4 | $3.29M | Buy |
10,274
+64
| +0.6% | +$20.5K | ﹤0.01% | 582 |
|
2022
Q3 | $2.85M | Sell |
10,210
-353
| -3% | -$98.7K | ﹤0.01% | 580 |
|
2022
Q2 | $2.88M | Sell |
10,563
-1,077
| -9% | -$294K | ﹤0.01% | 594 |
|
2022
Q1 | $4.25M | Buy |
11,640
+3,397
| +41% | +$1.24M | 0.01% | 499 |
|
2021
Q4 | $3.23M | Buy |
8,243
+291
| +4% | +$114K | 0.01% | 540 |
|
2021
Q3 | $3.22M | Buy |
7,952
+444
| +6% | +$180K | 0.01% | 541 |
|
2021
Q2 | $2.74M | Sell |
7,508
-2,266
| -23% | -$827K | ﹤0.01% | 569 |
|
2021
Q1 | $3M | Buy |
9,774
+1,697
| +21% | +$521K | 0.01% | 550 |
|
2020
Q4 | $2.81M | Sell |
8,077
-3,048
| -27% | -$1.06M | 0.01% | 534 |
|
2020
Q3 | $3.66M | Buy |
11,125
+510
| +5% | +$168K | 0.01% | 373 |
|
2020
Q2 | $3.31M | Sell |
10,615
-885
| -8% | -$276K | 0.01% | 349 |
|
2020
Q1 | $2.18M | Sell |
11,500
-3,135
| -21% | -$594K | 0.01% | 404 |
|
2019
Q4 | $3.39M | Buy |
14,635
+413
| +3% | +$95.7K | 0.01% | 371 |
|
2019
Q3 | $2.74M | Buy |
14,222
+1,946
| +16% | +$375K | 0.01% | 408 |
|
2019
Q2 | $2.21M | Buy |
12,276
+3,143
| +34% | +$566K | 0.01% | 462 |
|
2019
Q1 | $1.5M | Sell |
9,133
-9,188
| -50% | -$1.51M | 0.01% | 570 |
|
2018
Q4 | $2.23M | Buy |
18,321
+4,054
| +28% | +$493K | 0.01% | 402 |
|
2018
Q3 | $2.32M | Buy |
14,267
+4,335
| +44% | +$704K | 0.01% | 440 |
|
2018
Q2 | $1.24M | Sell |
9,932
-823
| -8% | -$103K | ﹤0.01% | 628 |
|
2018
Q1 | $958K | Sell |
10,755
-4,282
| -28% | -$381K | ﹤0.01% | 761 |
|
2017
Q4 | $1.18M | Sell |
15,037
-60
| -0.4% | -$4.72K | 0.01% | 633 |
|
2017
Q3 | $940K | Sell |
15,097
-1,476
| -9% | -$91.9K | ﹤0.01% | 742 |
|
2017
Q2 | $989K | Sell |
16,573
-4,540
| -22% | -$271K | 0.01% | 693 |
|
2017
Q1 | $1.1M | Buy |
21,113
+9,882
| +88% | +$513K | 0.01% | 624 |
|
2016
Q4 | $730K | Sell |
11,231
-4,618
| -29% | -$300K | ﹤0.01% | 748 |
|
2016
Q3 | $966K | Buy |
15,849
+3,748
| +31% | +$228K | 0.01% | 604 |
|
2016
Q2 | $894K | Sell |
12,101
-18
| -0.1% | -$1.33K | 0.01% | 555 |
|
2016
Q1 | $821K | Sell |
12,119
-2,450
| -17% | -$166K | 0.01% | 559 |
|
2015
Q4 | $764K | Buy |
14,569
+4,454
| +44% | +$234K | 0.01% | 590 |
|
2015
Q3 | $512K | Buy |
+10,115
| New | +$512K | ﹤0.01% | 735 |
|
2015
Q2 | – | Sell |
-8,264
| Closed | -$529K | – | 2083 |
|
2015
Q1 | $529K | Buy |
8,264
+167
| +2% | +$10.7K | 0.01% | 714 |
|
2014
Q4 | $452K | Buy |
8,097
+2,312
| +40% | +$129K | ﹤0.01% | 740 |
|
2014
Q3 | $243K | Sell |
5,785
-1,943
| -25% | -$81.6K | ﹤0.01% | 963 |
|
2014
Q2 | $313K | Buy |
7,728
+3,728
| +93% | +$151K | ﹤0.01% | 821 |
|
2014
Q1 | $210K | Sell |
4,000
-1,150
| -22% | -$60.4K | ﹤0.01% | 974 |
|
2013
Q4 | $304K | Buy |
5,150
+2,267
| +79% | +$134K | 0.01% | 673 |
|
2013
Q3 | $211K | Buy |
2,883
+250
| +9% | +$18.3K | ﹤0.01% | 739 |
|
2013
Q2 | $172K | Buy |
+2,633
| New | +$172K | ﹤0.01% | 735 |
|