SDWMA
Schneider Downs Wealth Management Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
1,016
| – | – | 0.04% | 130 |
|
|
2025
Q1 | $288K | Buy |
1,016
+1
| +0.1% | +$283 | 0.05% | 115 |
|
|
2024
Q4 | $388K | Hold |
1,015
| – | – | 0.07% | 100 |
|
|
2024
Q3 | $275K | Hold |
1,015
| – | – | 0.06% | 118 |
|
|
2024
Q2 | $303K | Hold |
1,015
| – | – | 0.07% | 101 |
|
|
2024
Q1 | $397K | Hold |
1,015
| – | – | 0.09% | 87 |
|
|
2023
Q4 | $519K | Hold |
1,015
| – | – | 0.14% | 65 |
|
|
2023
Q3 | $391K | Hold |
1,015
| – | – | 0.09% | 70 |
|
|
2023
Q2 | $384K | Hold |
1,015
| – | – | 0.09% | 72 |
|
|
2023
Q1 | $370K | Hold |
1,015
| – | – | 0.08% | 78 |
|
|
2022
Q4 | $325K | Hold |
1,015
| – | – | 0.07% | 83 |
|
|
2022
Q3 | $284K | Hold |
1,015
| – | – | 0.08% | 94 |
|
|
2022
Q2 | $277K | Hold |
1,015
| – | – | 0.08% | 103 |
|
|
2022
Q1 | $371K | Hold |
1,015
| – | – | 0.09% | 92 |
|
|
2021
Q4 | $397K | Hold |
1,015
| – | – | 0.09% | 94 |
|
|
2021
Q3 | $411K | Sell |
1,015
-49
| -5% | -$19.8K | 0.11% | 86 |
|
|
2021
Q2 | $388K | Buy |
1,064
+3
| +0.3% | +$1.09K | 0.1% | 83 |
|
|
2021
Q1 | $325K | Buy |
1,061
+46
| +5% | +$14.1K | 0.08% | 88 |
|
|
2020
Q4 | $353K | Hold |
1,015
| – | – | 0.1% | 58 |
|
|
2020
Q3 | $334K | Hold |
1,015
| – | – | 0.11% | 61 |
|
|
2020
Q2 | $317K | Buy |
+1,015
| New | +$317K | 0.11% | 58 |
|
|
2020
Q1 | – | Sell |
-1,015
| Closed | -$235K | – | 97 |
|
|
2019
Q4 | $235K | Buy |
+1,015
| New | +$235K | 0.07% | 60 |
|