Integrated Wealth Concepts’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 | $586K | Buy |
2,467
+431
| +21% | +$102K | 0.01% | 1176 |
|
|
2025
Q1 | $576K | Sell |
2,036
-32
| -2% | -$9.06K | 0.01% | 1083 |
|
|
2024
Q4 | $791K | Sell |
2,068
-34
| -2% | -$13K | 0.01% | 924 |
|
|
2024
Q3 | $570K | Sell |
2,102
-586
| -22% | -$159K | 0.01% | 1025 |
|
|
2024
Q2 | $803K | Buy |
2,688
+500
| +23% | +$149K | 0.01% | 854 |
|
|
2024
Q1 | $855K | Buy |
2,188
+508
| +30% | +$198K | 0.01% | 826 |
|
|
2023
Q4 | $859K | Buy |
1,680
+215
| +15% | +$110K | 0.01% | 792 |
|
|
2023
Q3 | $565K | Buy |
1,465
+41
| +3% | +$15.8K | 0.01% | 927 |
|
|
2023
Q2 | $539K | Buy |
1,424
+585
| +70% | +$221K | 0.01% | 957 |
|
|
2023
Q1 | $306K | Sell |
839
-186
| -18% | -$67.8K | 0.01% | 1048 |
|
|
2022
Q4 | $328K | Sell |
1,025
-69
| -6% | -$22.1K | 0.01% | 788 |
|
|
2022
Q3 | $306K | Sell |
1,094
-861
| -44% | -$241K | 0.01% | 728 |
|
|
2022
Q2 | $533K | Buy |
1,955
+229
| +13% | +$62.4K | 0.02% | 583 |
|
|
2022
Q1 | $630K | Sell |
1,726
-1,130
| -40% | -$412K | 0.02% | 520 |
|
|
2021
Q4 | $1.12M | Buy |
2,856
+74
| +3% | +$29K | 0.03% | 384 |
|
|
2021
Q3 | $1.13M | Buy |
2,782
+3
| +0.1% | +$1.21K | 0.04% | 357 |
|
|
2021
Q2 | $1.01M | Buy |
2,779
+197
| +8% | +$71.9K | 0.04% | 352 |
|
|
2021
Q1 | $792K | Buy |
2,582
+219
| +9% | +$67.2K | 0.03% | 347 |
|
|
2020
Q4 | $822K | Buy |
2,363
+363
| +18% | +$126K | 0.04% | 287 |
|
|
2020
Q3 | $659K | Buy |
2,000
+249
| +14% | +$82K | 0.04% | 289 |
|
|
2020
Q2 | $546K | Buy |
1,751
+540
| +45% | +$168K | 0.04% | 269 |
|
|
2020
Q1 | $230K | Sell |
1,211
-83
| -6% | -$15.8K | 0.02% | 365 |
|
|
2019
Q4 | $300K | Buy |
1,294
+98
| +8% | +$22.7K | 0.03% | 368 |
|
|
2019
Q3 | $230K | Buy |
+1,196
| New | +$230K | 0.03% | 377 |
|