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