Wealthcare Advisory Partners’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-726
| Closed | -$284K | – | 849 |
|
|
2024
Q1 | $284K | Buy |
726
+27
| +4% | +$12.5K | 0.01% | 688 |
|
|
2023
Q4 | $357K | Buy |
+699
| New | +$302K | 0.01% | 559 |
|
|
2023
Q2 | – | Sell |
-763
| Closed | -$278K | – | 740 |
|
|
2023
Q1 | $278K | Sell |
763
-9
| -1% | -$2.82K | 0.01% | 599 |
|
|
2022
Q4 | $247K | Buy |
+772
| New | +$254K | 0.01% | 586 |
|
|
2022
Q2 | – | Sell |
-643
| Closed | -$235K | – | 596 |
|
|
2022
Q1 | $235K | Buy |
643
+2
| +0.3% | +$651 | 0.01% | 480 |
|
|
2021
Q4 | $251K | Sell |
641
-5
| -0.8% | -$2.14K | 0.02% | 483 |
|
|
2021
Q3 | $261K | Buy |
646
+5
| +0.8% | +$2K | 0.02% | 454 |
|
|
2021
Q2 | $234K | Sell |
641
-1
| -0.2% | -$329 | 0.02% | 479 |
|
|
2021
Q1 | $197K | Buy |
+642
| New | +$211K | 0.01% | 485 |
|
|
2020
Q2 | – | Sell |
-338
| Closed | -$64K | – | 924 |
|
|
2020
Q1 | $64K | Hold |
338
| – | – | 0.01% | 460 |
|
|
2019
Q4 | $78K | Hold |
338
| – | – | 0.01% | 449 |
|
|
2019
Q3 | $65K | Hold |
338
| – | – | 0.01% | 478 |
|
|
2019
Q2 | $61K | Hold |
338
| – | – | 0.01% | 464 |
|
|
2019
Q1 | $55K | Hold |
338
| – | – | 0.01% | 442 |
|
|
2018
Q4 | $41K | Hold |
338
| – | – | 0.01% | 472 |
|
|
2018
Q3 | $55K | Hold |
338
| – | – | 0.01% | 449 |
|
|
2018
Q2 | $42K | Buy |
338
+335
| +11,167% | +$35.7K | 0.01% | 500 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1180 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | +$181 | ﹤0.01% | 913 |
|
Other funds holding LULU
