WealthPLAN 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
Q2 | $618K | Sell |
2,600
-1,929
| -43% | -$458K | 0.1% | 157 |
|
|
2025
Q1 | $1.28M | Buy |
4,529
+655
| +17% | +$185K | 0.18% | 109 |
|
|
2024
Q4 | $1.48M | Sell |
3,874
-962
| -20% | -$368K | 0.21% | 107 |
|
|
2024
Q3 | $1.31M | Sell |
4,836
-305
| -6% | -$82.8K | 0.18% | 113 |
|
|
2024
Q2 | $1.54M | Sell |
5,141
-223
| -4% | -$66.6K | 0.16% | 123 |
|
|
2024
Q1 | $2.1M | Buy |
5,364
+1,755
| +49% | +$686K | 0.22% | 112 |
|
|
2023
Q4 | $1.85M | Buy |
3,609
+266
| +8% | +$136K | 0.19% | 121 |
|
|
2023
Q3 | $1.29M | Buy |
3,343
+3,171
| +1,844% | +$1.22M | 0.15% | 135 |
|
|
2023
Q2 | $65.1K | Sell |
172
-147
| -46% | -$55.6K | 0.01% | 465 |
|
|
2023
Q1 | $116K | Buy |
+319
| New | +$116K | 0.01% | 392 |
|
|
2021
Q4 | – | Sell |
-511
| Closed | -$222K | – | 386 |
|
|
2021
Q3 | $222K | Sell |
511
-2
| -0.4% | -$869 | 0.01% | 350 |
|
|
2021
Q2 | $210K | Buy |
+513
| New | +$210K | 0.01% | 336 |
|