MWM
Marietta Wealth Management’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
18,492
+1,079
| +6% | +$256K | 0.57% | 69 |
|
|
2025
Q1 | $4.93M | Sell |
17,413
-4,247
| -20% | -$1.2M | 0.72% | 63 |
|
|
2024
Q4 | $8.28M | Buy |
21,660
+105
| +0.5% | +$40.2K | 1.19% | 27 |
|
|
2024
Q3 | $5.85M | Buy |
21,555
+3,531
| +20% | +$958K | 0.85% | 52 |
|
|
2024
Q2 | $5.38M | Buy |
18,024
+1,670
| +10% | +$499K | 0.84% | 53 |
|
|
2024
Q1 | $6.39M | Sell |
16,354
-564
| -3% | -$220K | 1.05% | 36 |
|
|
2023
Q4 | $8.65M | Sell |
16,918
-245
| -1% | -$125K | 1.54% | 19 |
|
|
2023
Q3 | $6.62M | Sell |
17,163
-768
| -4% | -$296K | 1.31% | 24 |
|
|
2023
Q2 | $6.79M | Sell |
17,931
-309
| -2% | -$117K | 1.28% | 25 |
|
|
2023
Q1 | $6.64M | Buy |
18,240
+33
| +0.2% | +$12K | 1.41% | 20 |
|
|
2022
Q4 | $5.83M | Buy |
18,207
+18
| +0.1% | +$5.77K | 1.32% | 28 |
|
|
2022
Q3 | $5.09M | Buy |
18,189
+402
| +2% | +$112K | 1.27% | 30 |
|
|
2022
Q2 | $4.85M | Buy |
17,787
+825
| +5% | +$225K | 1.17% | 38 |
|
|
2022
Q1 | $6.2M | Buy |
16,962
+2,219
| +15% | +$810K | 1.3% | 28 |
|
|
2021
Q4 | $5.77M | Sell |
14,743
-302
| -2% | -$118K | 1.16% | 35 |
|
|
2021
Q3 | $6.09M | Buy |
15,045
+26
| +0.2% | +$10.5K | 1.33% | 28 |
|
|
2021
Q2 | $5.48M | Buy |
15,019
+662
| +5% | +$242K | 1.24% | 29 |
|
|
2021
Q1 | $4.4M | Buy |
14,357
+3,409
| +31% | +$1.05M | 1.1% | 35 |
|
|
2020
Q4 | $3.81M | Buy |
10,948
+1,065
| +11% | +$371K | 1.05% | 38 |
|
|
2020
Q3 | $3.26M | Sell |
9,883
-253
| -2% | -$83.3K | 1.01% | 39 |
|
|
2020
Q2 | $3.16M | Buy |
10,136
+2,974
| +42% | +$928K | 1.08% | 43 |
|
|
2020
Q1 | $1.36M | Buy |
+7,162
| New | +$1.36M | 0.53% | 66 |
|