WealthPlan Investment Management’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 | $2.36M | Buy |
9,937
+2,290
| +30% | +$544K | 0.17% | 115 |
|
|
2025
Q1 | $2.16M | Buy |
7,647
+1,622
| +27% | +$459K | 0.21% | 95 |
|
|
2024
Q4 | $2.3M | Buy |
6,025
+936
| +18% | +$358K | 0.23% | 94 |
|
|
2024
Q3 | $1.38M | Buy |
5,089
+1,818
| +56% | +$493K | 0.14% | 114 |
|
|
2024
Q2 | $977K | Buy |
3,271
+740
| +29% | +$221K | 0.15% | 101 |
|
|
2024
Q1 | $989K | Buy |
2,531
+242
| +11% | +$94.5K | 0.15% | 98 |
|
|
2023
Q4 | $1.17M | Buy |
2,289
+206
| +10% | +$105K | 0.19% | 93 |
|
|
2023
Q3 | $803K | Buy |
+2,083
| New | +$803K | 0.14% | 99 |
|