Institute for Wealth Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $391K | Sell |
2,556
-39
| -2% | -$6.99K | 0.04% | 367 |
|
|
2025
Q4 | $539K | Buy |
+2,595
| New | +$470K | 0.06% | 298 |
|
|
2025
Q3 | – | Sell |
-1,107
| Closed | -$263K | – | 588 |
|
|
2025
Q2 | $263K | Sell |
1,107
-55
| -5% | -$15.2K | 0.03% | 469 |
|
|
2025
Q1 | $329K | Hold |
1,162
| – | – | 0.04% | 391 |
|
|
2024
Q4 | $444K | Buy |
1,162
+1
| +0.1% | +$326 | 0.06% | 311 |
|
|
2024
Q3 | $315K | Sell |
1,161
-11
| -0.9% | -$2.92K | 0.04% | 405 |
|
|
2024
Q2 | $350K | Sell |
1,172
-15
| -1% | -$5.01K | 0.05% | 359 |
|
|
2024
Q1 | $464K | Sell |
1,187
-36
| -3% | -$16.6K | 0.06% | 306 |
|
|
2023
Q4 | $625K | Sell |
1,223
-17
| -1% | -$7.34K | 0.1% | 228 |
|
|
2023
Q3 | $478K | Sell |
1,240
-66
| -5% | -$25.2K | 0.09% | 269 |
|
|
2023
Q2 | $494K | Sell |
1,306
-50
| -4% | -$18.4K | 0.09% | 270 |
|
|
2023
Q1 | $494K | Sell |
1,356
-38
| -3% | -$11.9K | 0.1% | 264 |
|
|
2022
Q4 | $447K | Sell |
1,394
-93
| -6% | -$30.6K | 0.1% | 279 |
|
|
2022
Q3 | $416K | Sell |
1,487
-6
| -0.4% | -$1.86K | 0.09% | 275 |
|
|
2022
Q2 | $407K | Buy |
1,493
+17
| +1% | +$5.45K | 0.08% | 319 |
|
|
2022
Q1 | $539K | Sell |
1,476
-2
| -0.1% | -$651 | 0.09% | 281 |
|
|
2021
Q4 | $579K | Sell |
1,478
-17
| -1% | -$7.26K | 0.09% | 257 |
|
|
2021
Q3 | $605K | Hold |
1,495
| – | – | 0.11% | 234 |
|
|
2021
Q2 | $546K | Sell |
1,495
-45
| -3% | -$14.8K | 0.1% | 258 |
|
|
2021
Q1 | $472K | Buy |
1,540
+39
| +3% | +$12.8K | 0.09% | 280 |
|
|
2020
Q4 | $522K | Sell |
1,501
-211
| -12% | -$73.3K | 0.1% | 243 |
|
|
2020
Q3 | $564K | Buy |
1,712
+159
| +10% | +$53.1K | 0.13% | 202 |
|
|
2020
Q2 | $485K | Buy |
1,553
+141
| +10% | +$36.1K | 0.12% | 237 |
|
|
2020
Q1 | $268K | Sell |
1,412
-7
| -0.5% | -$1.57K | 0.08% | 300 |
|
|
2019
Q4 | $329K | Buy |
1,419
+120
| +9% | +$25.6K | 0.07% | 325 |
|
|
2019
Q3 | $250K | Sell |
1,299
-105
| -7% | -$19.6K | 0.06% | 359 |
|
|
2019
Q2 | $253K | Buy |
+1,404
| New | +$244K | 0.06% | 389 |
|
Other funds holding LULU
VCM
VPM
