JPMPWA
J.P. Morgan Private Wealth Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $71.5M | Buy |
+185,376
| New | +$71.5M | 0.2% | 115 |
|
|
2023
Q2 | – | Sell |
-156,515
| Closed | -$57M | – | 1719 |
|
|
2023
Q1 | $57M | Sell |
156,515
-15,062
| -9% | -$5.49M | 0.12% | 176 |
|
|
2022
Q4 | $55M | Sell |
171,577
-9,827
| -5% | -$3.15M | 0.12% | 173 |
|
|
2022
Q3 | $50.7M | Buy |
181,404
+22,134
| +14% | +$6.19M | 0.13% | 165 |
|
|
2022
Q2 | $43.4M | Buy |
159,270
+40,671
| +34% | +$11.1M | 0.11% | 189 |
|
|
2022
Q1 | $43.3M | Sell |
118,599
-53,354
| -31% | -$19.5M | 0.09% | 209 |
|
|
2021
Q4 | $67.3M | Buy |
171,953
+36,674
| +27% | +$14.4M | 0.14% | 157 |
|
|
2021
Q3 | $54.7M | Buy |
135,279
+7,354
| +6% | +$2.98M | 0.13% | 168 |
|
|
2021
Q2 | $46.7M | Buy |
127,925
+16,293
| +15% | +$5.95M | 0.12% | 181 |
|
|
2021
Q1 | $34.2M | Sell |
111,632
-44,664
| -29% | -$13.7M | 0.11% | 191 |
|
|
2020
Q4 | $54.4M | Buy |
156,296
+15,475
| +11% | +$5.39M | 0.18% | 132 |
|
|
2020
Q3 | $46.4M | Buy |
140,821
+67,580
| +92% | +$22.3M | 0.18% | 124 |
|
|
2020
Q2 | $22.9M | Buy |
73,241
+11,294
| +18% | +$3.52M | 0.1% | 179 |
|
|
2020
Q1 | $11.7M | Buy |
61,947
+26,055
| +73% | +$4.94M | 0.07% | 237 |
|
|
2019
Q4 | $8.32M | Buy |
35,892
+24,234
| +208% | +$5.61M | 0.04% | 333 |
|
|
2019
Q3 | $2.25M | Sell |
11,658
-672
| -5% | -$129K | 0.01% | 565 |
|
|
2019
Q2 | $2.22M | Buy |
12,330
+2,067
| +20% | +$372K | 0.01% | 573 |
|
|
2019
Q1 | $1.68M | Buy |
10,263
+507
| +5% | +$83.1K | 0.01% | 660 |
|
|
2018
Q4 | $1.19M | Sell |
9,756
-167
| -2% | -$20.3K | 0.01% | 698 |
|
|
2018
Q3 | $1.61M | Buy |
9,923
+1,785
| +22% | +$290K | 0.01% | 674 |
|
|
2018
Q2 | $1.02M | Buy |
8,138
+4,473
| +122% | +$558K | 0.01% | 771 |
|
|
2018
Q1 | $326K | Buy |
3,665
+550
| +18% | +$48.9K | ﹤0.01% | 1015 |
|
|
2017
Q4 | $245K | Sell |
3,115
-1,920
| -38% | -$151K | ﹤0.01% | 1117 |
|
|
2017
Q3 | $313K | Buy |
5,035
+1,046
| +26% | +$65K | ﹤0.01% | 1005 |
|
|
2017
Q2 | $238K | Buy |
+3,989
| New | +$238K | ﹤0.01% | 1092 |
|
|
2016
Q3 | – | Sell |
-2,740
| Closed | -$202K | – | 1250 |
|
|
2016
Q2 | $202K | Buy |
+2,740
| New | +$202K | ﹤0.01% | 1154 |
|
|
2015
Q2 | – | Sell |
-5,235
| Closed | -$335K | – | 1106 |
|
|
2015
Q1 | $335K | Buy |
5,235
+285
| +6% | +$18.2K | ﹤0.01% | 846 |
|
|
2014
Q4 | $276K | Sell |
4,950
-1,375
| -22% | -$76.7K | ﹤0.01% | 904 |
|
|
2014
Q3 | $266K | Sell |
6,325
-3,519
| -36% | -$148K | ﹤0.01% | 883 |
|
|
2014
Q2 | $398K | Buy |
9,844
+274
| +3% | +$11.1K | 0.01% | 629 |
|
|
2014
Q1 | $504K | Buy |
9,570
+5,296
| +124% | +$279K | 0.01% | 562 |
|
|
2013
Q4 | $252K | Buy |
4,274
+1,250
| +41% | +$73.7K | 0.01% | 565 |
|
|
2013
Q3 | $221K | Sell |
3,024
-196
| -6% | -$14.3K | 0.01% | 580 |
|
|
2013
Q2 | $211K | Buy |
+3,220
| New | +$211K | 0.01% | 561 |
|