Glassman Wealth Services’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 | – | Sell |
-125
| Closed | -$63.9K | – | 1107 |
|
|
2023
Q4 | $63.9K | Buy |
125
+14
| +13% | +$7.16K | 0.01% | 397 |
|
|
2023
Q3 | $42.8K | Sell |
111
-2
| -2% | -$771 | 0.01% | 459 |
|
|
2023
Q2 | $42.8K | Buy |
113
+4
| +4% | +$1.51K | 0.01% | 439 |
|
|
2023
Q1 | $39.7K | Hold |
109
| – | – | 0.01% | 459 |
|
|
2022
Q4 | $34.9K | Buy |
109
+17
| +18% | +$5.45K | 0.01% | 509 |
|
|
2022
Q3 | $26K | Buy |
92
+6
| +7% | +$1.7K | 0.01% | 553 |
|
|
2022
Q2 | $23K | Buy |
86
+8
| +10% | +$2.14K | ﹤0.01% | 588 |
|
|
2022
Q1 | $28K | Buy |
78
+13
| +20% | +$4.67K | 0.01% | 550 |
|
|
2021
Q4 | $25K | Buy |
65
+24
| +59% | +$9.23K | ﹤0.01% | 550 |
|
|
2021
Q3 | $17K | Buy |
41
+5
| +14% | +$2.07K | ﹤0.01% | 627 |
|
|
2021
Q2 | $13K | Buy |
36
+5
| +16% | +$1.81K | ﹤0.01% | 689 |
|
|
2021
Q1 | $10K | Sell |
31
-42
| -58% | -$13.5K | ﹤0.01% | 710 |
|
|
2020
Q4 | $25K | Buy |
73
+11
| +18% | +$3.77K | 0.01% | 472 |
|
|
2020
Q3 | $20K | Buy |
62
+36
| +138% | +$11.6K | 0.01% | 448 |
|
|
2020
Q2 | $8K | Buy |
26
+23
| +767% | +$7.08K | ﹤0.01% | 535 |
|
|
2020
Q1 | $1K | Sell |
3
-3
| -50% | -$1K | ﹤0.01% | 920 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 966 |
|
|
2019
Q3 | $1K | Sell |
6
-4
| -40% | -$667 | ﹤0.01% | 869 |
|
|
2019
Q2 | $2K | Buy |
10
+7
| +233% | +$1.4K | ﹤0.01% | 728 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1133 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | -$1K | – | 882 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 631 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 586 |
|
|
2017
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 480 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$19K | – | 433 |
|
|
2015
Q1 | $19K | Buy |
+300
| New | +$19K | 0.02% | 229 |
|