A detailed history of Holistic Financial Partners transactions in Lululemon Athletica Inc. stock. As of the latest transaction made, Holistic Financial Partners holds 1,625 shares of LULU stock, worth $626,746. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,625
Previous 1,654 1.75%
Holding current value
$626,746
Previous $494,000 10.93%
% of portfolio
0.21%
Previous 0.26%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$233.4 - $302.36 $6,768 - $8,768
-29 Reduced 1.75%
1,625 $440,000
Q2 2024

Jul 30, 2024

SELL
$295.25 - $385.2 $82,079 - $107,085
-278 Reduced 14.39%
1,654 $494,000
Q1 2024

May 08, 2024

BUY
$386.14 - $505.38 $25,485 - $33,355
66 Added 3.54%
1,932 $754,000
Q4 2023

Feb 12, 2024

SELL
$360.36 - $511.29 $54,414 - $77,204
-151 Reduced 7.49%
1,866 $954,000
Q3 2023

Nov 08, 2023

SELL
$360.22 - $404.19 $720 - $808
-2 Reduced 0.1%
2,017 $777,000
Q2 2023

Aug 09, 2023

BUY
$328.35 - $386.71 $328 - $386
1 Added 0.05%
2,019 $764,000
Q1 2023

May 04, 2023

BUY
$292.9 - $364.19 $14,059 - $17,481
48 Added 2.44%
2,018 $734,000
Q4 2022

Feb 07, 2023

SELL
$288.78 - $385.99 $12,995 - $17,369
-45 Reduced 2.23%
1,970 $631,000
Q3 2022

Nov 09, 2022

BUY
$263.38 - $352.74 $28,445 - $38,095
108 Added 5.66%
2,015 $563,000
Q2 2022

Aug 02, 2022

SELL
$257.51 - $404.66 $31,416 - $49,368
-122 Reduced 6.01%
1,907 $520,000
Q1 2022

May 13, 2022

SELL
$289.24 - $387.56 $43,964 - $58,909
-152 Reduced 6.97%
2,029 $741,000
Q4 2021

Feb 11, 2022

BUY
$370.57 - $477.91 $4,446 - $5,734
12 Added 0.55%
2,181 $854,000
Q3 2021

Nov 12, 2021

SELL
$364.23 - $432.61 $79,402 - $94,308
-218 Reduced 9.13%
2,169 $878,000
Q2 2021

Aug 13, 2021

BUY
$298.75 - $366.66 $3,286 - $4,033
11 Added 0.46%
2,387 $871,000
Q1 2021

May 11, 2021

SELL
$285.14 - $367.29 $67,863 - $87,415
-238 Reduced 9.1%
2,376 $729,000
Q4 2020

Feb 10, 2021

BUY
$315.5 - $386.07 $138,504 - $169,484
439 Added 20.18%
2,614 $910,000
Q3 2020

Nov 13, 2020

BUY
$294.76 - $398.29 $285,917 - $386,341
970 Added 80.5%
2,175 $717,000
Q2 2020

Aug 13, 2020

BUY
$181.25 - $323.74 $218,406 - $390,106
1,205 New
1,205 $376,000

Others Institutions Holding LULU

About lululemon athletica inc.


  • Ticker LULU
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Apparel Retail
  • Shares Outstandng 122,303,000
  • Market Cap $47.2B
  • Description
  • lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails athletic apparel and accessories for women and men. It operates in two segments, Company-Operated Stores and Direct to Consumer. The company offers pants, shorts, tops, and jackets for healthy lifestyle and athletic activities, such as yoga, running, and ...
More about LULU
Track This Portfolio

Track Holistic Financial Partners Portfolio

Follow Holistic Financial Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.