Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,991
| Closed | -$1.63M | – | 269 |
|
|
2024
Q3 | $1.63M | Buy |
+5,991
| New | +$1.63M | 0.13% | 124 |
|
|
2024
Q2 | – | Sell |
-4,958
| Closed | -$1.91M | – | 203 |
|
|
2024
Q1 | $1.91M | Sell |
4,958
-105
| -2% | -$40.4K | 0.17% | 108 |
|
|
2023
Q4 | $2.59M | Sell |
5,063
-215
| -4% | -$110K | 0.24% | 85 |
|
|
2023
Q3 | $2.04M | Sell |
5,278
-20
| -0.4% | -$7.71K | 0.21% | 91 |
|
|
2023
Q2 | $2.01M | Buy |
5,298
+1
| +0% | +$379 | 0.21% | 89 |
|
|
2023
Q1 | $1.93M | Buy |
5,297
+583
| +12% | +$212K | 0.21% | 86 |
|
|
2022
Q4 | $1.51M | Buy |
4,714
+3,472
| +280% | +$1.11M | 0.19% | 93 |
|
|
2022
Q3 | $1.24K | Sell |
1,242
-2,874
| -70% | -$2.87K | 0.17% | 96 |
|
|
2022
Q2 | $1.12M | Sell |
4,116
-4,359
| -51% | -$1.19M | 0.15% | 96 |
|
|
2022
Q1 | $3.1M | Sell |
8,475
-277
| -3% | -$101K | 0.34% | 74 |
|
|
2021
Q4 | $3.43M | Buy |
8,752
+490
| +6% | +$192K | 0.34% | 79 |
|
|
2021
Q3 | $3.34M | Buy |
8,262
+829
| +11% | +$335K | 0.37% | 76 |
|
|
2021
Q2 | $2.71M | Buy |
7,433
+205
| +3% | +$74.8K | 0.3% | 84 |
|
|
2021
Q1 | $2.22M | Buy |
7,228
+347
| +5% | +$106K | 0.26% | 86 |
|
|
2020
Q4 | $2.39M | Buy |
6,881
+2,566
| +59% | +$893K | 0.29% | 82 |
|
|
2020
Q3 | $1.42M | Buy |
4,315
+614
| +17% | +$202K | 0.2% | 84 |
|
|
2020
Q2 | $1.15M | Buy |
3,701
+687
| +23% | +$214K | 0.17% | 76 |
|
|
2020
Q1 | $571K | Sell |
3,014
-4,418
| -59% | -$837K | 0.1% | 94 |
|
|
2019
Q4 | $1.72M | Sell |
7,432
-1,077
| -13% | -$249K | 0.24% | 65 |
|
|
2019
Q3 | $1.64M | Sell |
8,509
-887
| -9% | -$171K | 0.25% | 62 |
|
|
2019
Q2 | $1.69M | Buy |
9,396
+663
| +8% | +$119K | 0.24% | 73 |
|
|
2019
Q1 | $1.43M | Buy |
8,733
+4,410
| +102% | +$723K | 0.26% | 65 |
|
|
2018
Q4 | $526K | Buy |
+4,323
| New | +$526K | 0.09% | 107 |
|