Institute For Wealth Management, Llc. Lululemon Athletica Inc. Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Lululemon Athletica Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,161 shares of LULU stock, worth $371,531. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,161

Previous 1,172 0.94%

Holding current value

$371,531

Previous $350,000 10.0%

% of portfolio

0.04%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$233.4 - $302.36 $2,567 - $3,325	-11 Reduced 0.94%	1,161 $315,000
Q2 2024 Jul 25, 2024	SELL	$295.25 - $385.2 $4,428 - $5,778	-15 Reduced 1.26%	1,172 $350,000
Q1 2024 Apr 30, 2024	SELL	$386.14 - $505.38 $13,901 - $18,193	-36 Reduced 2.94%	1,187 $463,000
Q4 2023 Jan 31, 2024	SELL	$360.36 - $511.29 $6,126 - $8,691	-17 Reduced 1.37%	1,223 $625,000
Q3 2023 Oct 13, 2023	SELL	$360.22 - $404.19 $23,774 - $26,676	-66 Reduced 5.05%	1,240 $478,000
Q2 2023 Jul 25, 2023	SELL	$328.35 - $386.71 $16,417 - $19,335	-50 Reduced 3.69%	1,306 $494,000
Q1 2023 Apr 20, 2023	SELL	$292.9 - $364.19 $11,130 - $13,839	-38 Reduced 2.73%	1,356 $493,000
Q4 2022 Feb 02, 2023	SELL	$288.78 - $385.99 $26,856 - $35,897	-93 Reduced 6.25%	1,394 $446,000
Q3 2022 Oct 18, 2022	SELL	$263.38 - $352.74 $1,580 - $2,116	-6 Reduced 0.4%	1,487 $416,000
Q2 2022 Jul 25, 2022	BUY	$257.51 - $404.66 $4,377 - $6,879	17 Added 1.15%	1,493 $407,000
Q1 2022 Apr 29, 2022	SELL	$289.24 - $387.56 $578 - $775	-2 Reduced 0.14%	1,476 $539,000
Q4 2021 Jan 21, 2022	SELL	$370.57 - $477.91 $6,299 - $8,124	-17 Reduced 1.14%	1,478 $579,000
Q2 2021 Jul 21, 2021	SELL	$298.75 - $366.66 $13,443 - $16,499	-45 Reduced 2.92%	1,495 $546,000
Q1 2021 May 04, 2021	BUY	$285.14 - $367.29 $11,120 - $14,324	39 Added 2.6%	1,540 $472,000
Q4 2020 Feb 01, 2021	SELL	$315.5 - $386.07 $66,570 - $81,460	-211 Reduced 12.32%	1,501 $522,000
Q3 2020 Nov 03, 2020	BUY	$294.76 - $398.29 $46,866 - $63,328	159 Added 10.24%	1,712 $564,000
Q2 2020 Jul 30, 2020	BUY	$181.25 - $323.74 $25,556 - $45,647	141 Added 9.99%	1,553 $485,000
Q1 2020 Apr 29, 2020	SELL	$138.98 - $263.68 $972 - $1,845	-7 Reduced 0.49%	1,412 $268,000
Q4 2019 Feb 27, 2020	BUY	$189.13 - $233.19 $206,151 - $254,177	1,090 Added 331.31%	1,419 $329,000
Q4 2019 Jan 27, 2020	SELL	$189.13 - $233.19 $183,456 - $226,194	-970 Reduced 74.67%	329 $329,000
Q3 2019 Oct 28, 2019	SELL	$174.46 - $203.14 $18,318 - $21,329	-105 Reduced 7.48%	1,299 $250,000
Q2 2019 Aug 02, 2019	BUY	$161.59 - $188.03 $226,872 - $263,994	1,404 New	1,404 $253,000

Others Institutions Holding LULU

# of Institutions

1,216

Shares Held

89.9M

Call Options Held

7.29M

Put Options Held

7.96M

View Full List

About lululemon athletica inc.

Ticker LULU
Exchange NASDAQ
Sector Consumer Cyclical
Industry Apparel Retail
Shares Outstandng 122,303,000
Market Cap $39.1B
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

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Institute For Wealth Management, Llc. Lululemon Athletica Inc. Transaction History