WT Wealth Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,538
| Closed | -$992K | – | 124 |
|
|
2024
Q1 | $992K | Buy |
2,538
+309
| +14% | +$121K | 0.35% | 71 |
|
|
2023
Q4 | $1.14M | Buy |
+2,229
| New | +$1.14M | 0.45% | 63 |
|
|
2022
Q4 | – | Sell |
-3,958
| Closed | -$1.11M | – | 99 |
|
|
2022
Q3 | $1.11M | Buy |
3,958
+279
| +8% | +$78K | 0.56% | 58 |
|
|
2022
Q2 | $1M | Sell |
3,679
-320
| -8% | -$87.2K | 0.5% | 69 |
|
|
2022
Q1 | $1.46M | Buy |
3,999
+795
| +25% | +$290K | 0.56% | 60 |
|
|
2021
Q4 | $1.25M | Sell |
3,204
-545
| -15% | -$213K | 0.46% | 67 |
|
|
2021
Q3 | $1.52M | Buy |
3,749
+99
| +3% | +$40.1K | 0.58% | 58 |
|
|
2021
Q2 | $1.33M | Buy |
3,650
+540
| +17% | +$197K | 0.54% | 59 |
|
|
2021
Q1 | $954K | Buy |
3,110
+178
| +6% | +$54.6K | 0.44% | 68 |
|
|
2020
Q4 | $1.02M | Buy |
2,932
+1,460
| +99% | +$508K | 0.56% | 63 |
|
|
2020
Q3 | $484K | Buy |
1,472
+289
| +24% | +$95K | 0.32% | 73 |
|
|
2020
Q2 | $369K | Sell |
1,183
-225
| -16% | -$70.2K | 0.3% | 63 |
|
|
2020
Q1 | $266K | Buy |
+1,408
| New | +$266K | 0.28% | 58 |
|