Wealth Management Partners’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-567
| Closed | -$217K | – | 121 |
|
|
2024
Q4 | $217K | Buy |
+567
| New | +$217K | 0.09% | 111 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$207K | – | 119 |
|
|
2021
Q4 | $207K | Buy |
1,000
+466
| +87% | +$96.5K | 0.14% | 103 |
|
|
2021
Q3 | $216K | Buy |
+534
| New | +$216K | 0.16% | 102 |
|
|
2021
Q2 | – | Sell |
-769
| Closed | -$235K | – | 118 |
|
|
2021
Q1 | $235K | Sell |
769
-1
| -0.1% | -$306 | 0.18% | 109 |
|
|
2020
Q4 | $255K | Buy |
+770
| New | +$255K | 0.2% | 102 |
|