A detailed history of Wealth Plan Investment Management, LLC transactions in Lululemon Athletica Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,089 shares of LULU stock, worth $1.54 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,089
Previous 3,271 55.58%
Holding current value
$1.54 Million
Previous $977,000 41.25%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Nov 05, 2024

BUY
$233.4 - $302.36 $424,321 - $549,690
1,818 Added 55.58%
5,089 $1.38 Million
Q2 2024

Aug 09, 2024

BUY
$295.25 - $385.2 $218,485 - $285,048
740 Added 29.24%
3,271 $977,000
Q1 2024

May 16, 2024

BUY
$386.14 - $505.38 $93,445 - $122,301
242 Added 10.57%
2,531 $988,000
Q4 2023

Jan 05, 2024

BUY
$360.36 - $511.29 $74,234 - $105,325
206 Added 9.89%
2,289 $1.17 Million
Q3 2023

Nov 15, 2023

SELL
$360.22 - $404.19 $453,877 - $509,279
-1,260 Reduced 37.69%
2,083 $803,000
Q3 2023

Nov 09, 2023

BUY
$360.22 - $404.19 $1.2 Million - $1.35 Million
3,343 New
3,343 $1.29 Million

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 $36.9B
  • 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 Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.