Wilbanks Smith & Thomas Asset Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-580
| Closed | -$211K | – | 523 |
|
2023
Q1 | $211K | Buy |
+580
| New | +$211K | 0.01% | 481 |
|
2022
Q2 | – | Sell |
-591
| Closed | -$210K | – | 498 |
|
2022
Q1 | $210K | Buy |
591
+73
| +14% | +$25.9K | 0.01% | 471 |
|
2021
Q4 | $203K | Sell |
518
-4
| -0.8% | -$1.57K | 0.01% | 490 |
|
2021
Q3 | $211K | Buy |
+522
| New | +$211K | 0.01% | 472 |
|
2021
Q1 | – | Sell |
-599
| Closed | -$208K | – | 483 |
|
2020
Q4 | $208K | Sell |
599
-15
| -2% | -$5.21K | 0.01% | 405 |
|
2020
Q3 | $202K | Buy |
+614
| New | +$202K | 0.01% | 369 |
|
2018
Q4 | – | Sell |
-229
| Closed | -$37K | – | 899 |
|
2018
Q3 | $37K | Buy |
+229
| New | +$37K | ﹤0.01% | 745 |
|