Plante Moran Financial Advisors’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 | $47.5K | Sell |
200
-125
| -38% | -$29.7K | ﹤0.01% | 339 |
|
|
2025
Q1 | $92K | Hold |
325
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $124K | Hold |
325
| – | – | 0.01% | 226 |
|
|
2024
Q3 | $88.2K | Hold |
325
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $97.1K | Hold |
325
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $127K | Sell |
325
-25
| -7% | -$9.77K | 0.01% | 218 |
|
|
2023
Q4 | $179K | Hold |
350
| – | – | 0.02% | 181 |
|
|
2023
Q3 | $135K | Sell |
350
-50
| -13% | -$19.3K | 0.02% | 198 |
|
|
2023
Q2 | $151K | Hold |
400
| – | – | 0.02% | 189 |
|
|
2023
Q1 | $146K | Sell |
400
-9
| -2% | -$3.28K | 0.02% | 182 |
|
|
2022
Q4 | $131K | Buy |
409
+9
| +2% | +$2.88K | 0.02% | 201 |
|
|
2022
Q3 | $112K | Sell |
400
-6
| -1% | -$1.68K | 0.02% | 198 |
|
|
2022
Q2 | $111K | Sell |
406
-44
| -10% | -$12K | 0.02% | 201 |
|
|
2022
Q1 | $164K | Hold |
450
| – | – | 0.03% | 179 |
|
|
2021
Q4 | $176K | Buy |
450
+15
| +3% | +$5.87K | 0.03% | 194 |
|
|
2021
Q3 | $176K | Hold |
435
| – | – | 0.04% | 203 |
|
|
2021
Q2 | $159K | Buy |
435
+175
| +67% | +$64K | 0.04% | 202 |
|
|
2021
Q1 | $80K | Buy |
260
+9
| +4% | +$2.77K | 0.02% | 284 |
|
|
2020
Q4 | $87K | Sell |
251
-99
| -28% | -$34.3K | 0.03% | 270 |
|
|
2020
Q3 | $115K | Buy |
350
+100
| +40% | +$32.9K | 0.04% | 219 |
|
|
2020
Q2 | $78K | Hold |
250
| – | – | 0.03% | 244 |
|
|
2020
Q1 | $47K | Sell |
250
-50
| -17% | -$9.4K | 0.02% | 265 |
|
|
2019
Q4 | $70K | Sell |
300
-2
| -0.7% | -$467 | 0.02% | 271 |
|
|
2019
Q3 | $58K | Hold |
302
| – | – | 0.02% | 322 |
|
|
2019
Q2 | $54K | Buy |
302
+2
| +0.7% | +$358 | 0.02% | 323 |
|
|
2019
Q1 | $49K | Hold |
300
| – | – | 0.02% | 332 |
|
|
2018
Q4 | $36K | Hold |
300
| – | – | 0.01% | 349 |
|
|
2018
Q3 | $49K | Sell |
300
-40
| -12% | -$6.53K | 0.02% | 293 |
|
|
2018
Q2 | $42K | Buy |
340
+40
| +13% | +$4.94K | 0.02% | 364 |
|
|
2018
Q1 | $27K | Hold |
300
| – | – | 0.01% | 452 |
|
|
2017
Q4 | $24K | Hold |
300
| – | – | 0.01% | 469 |
|
|
2017
Q3 | $19K | Buy |
300
+200
| +200% | +$12.7K | 0.01% | 468 |
|
|
2017
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 641 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 697 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 677 |
|
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 658 |
|
|
2016
Q2 | $7K | Hold |
100
| – | – | 0.01% | 575 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | 0.01% | 537 |
|
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 728 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 582 |
|
|
2015
Q2 | $7K | Hold |
100
| – | – | 0.01% | 573 |
|
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 584 |
|
|
2014
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 625 |
|
|
2014
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 700 |
|
|
2014
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 696 |
|
|
2014
Q1 | $5K | Sell |
100
-8
| -7% | -$400 | 0.01% | 467 |
|
|
2013
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 518 |
|
|
2013
Q3 | $8K | Buy |
108
+8
| +8% | +$593 | ﹤0.01% | 421 |
|
|
2013
Q2 | $7K | Buy |
+100
| New | +$7K | 0.01% | 405 |
|