WFG
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Wills Financial Group’s lululemon athletica LULU Stock Holding History

Wills Financial Group’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,676
Closed -$348K – 78
2025
Q4 		$348K Buy
+1,676
New +$304K 0.13% 62
2022
Q2 		– Sell
-672
Closed -$245K – 65
2022
Q1 		$245K Buy
672
+50
+8% +$16.3K 0.1% 63
2021
Q4 		$243K Hold
622
– – 0.1% 62
2021
Q3 		$251K Buy
622
+4
+0.6% +$1.6K 0.11% 61
2021
Q2 		$225K Buy
+618
New +$204K 0.1% 66

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Morgan Stanley
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Invesco
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