Pinnacle Wealth Planning 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 |
-486
| Closed | -$248K | – | 522 |
|
|
2023
Q4 | $248K | Buy |
+486
| New | +$248K | 0.04% | 325 |
|
|
2023
Q1 | – | Sell |
-879
| Closed | -$282K | – | 490 |
|
|
2022
Q4 | $282K | Sell |
879
-297
| -25% | -$95.2K | 0.05% | 277 |
|
|
2022
Q3 | $328K | Buy |
1,176
+193
| +20% | +$53.8K | 0.06% | 211 |
|
|
2022
Q2 | $268K | Sell |
983
-163
| -14% | -$44.4K | 0.05% | 270 |
|
|
2022
Q1 | $419K | Sell |
1,146
-17
| -1% | -$6.22K | 0.08% | 194 |
|
|
2021
Q4 | $456K | Sell |
1,163
-4
| -0.3% | -$1.57K | 0.09% | 167 |
|
|
2021
Q3 | $472K | Sell |
1,167
-10
| -0.8% | -$4.05K | 0.1% | 150 |
|
|
2021
Q2 | $429K | Buy |
1,177
+18
| +2% | +$6.56K | 0.1% | 159 |
|
|
2021
Q1 | $356K | Buy |
1,159
+13
| +1% | +$3.99K | 0.09% | 189 |
|
|
2020
Q4 | $399K | Sell |
1,146
-22
| -2% | -$7.66K | 0.1% | 139 |
|
|
2020
Q3 | $384K | Sell |
1,168
-370
| -24% | -$122K | 0.13% | 123 |
|
|
2020
Q2 | $480K | Buy |
+1,538
| New | +$480K | 0.16% | 106 |
|