Accurate Wealth Management’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Hold |
856
| – | – | 0.06% | 298 |
|
|
2025
Q1 | $309K | Sell |
856
-19
| -2% | -$6.87K | 0.06% | 277 |
|
|
2024
Q4 | $366K | Sell |
875
-4
| -0.5% | -$1.67K | 0.07% | 254 |
|
|
2024
Q3 | $325K | Sell |
879
-26
| -3% | -$9.61K | 0.07% | 276 |
|
|
2024
Q2 | $358K | Buy |
905
+1
| +0.1% | +$395 | 0.09% | 211 |
|
|
2024
Q1 | $374K | Sell |
904
-11
| -1% | -$4.55K | 0.11% | 182 |
|
|
2023
Q4 | $442K | Sell |
915
-103
| -10% | -$49.7K | 0.14% | 154 |
|
|
2023
Q3 | $391K | Sell |
1,018
-38
| -4% | -$14.6K | 0.12% | 160 |
|
|
2023
Q2 | $499K | Sell |
1,056
-36
| -3% | -$17K | 0.16% | 136 |
|
|
2023
Q1 | $578K | Buy |
1,092
+1,005
| +1,155% | +$532K | 0.2% | 120 |
|
|
2022
Q4 | $42.5K | Buy |
+87
| New | +$42.5K | 0.02% | 492 |
|