Atwood & Palmer’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 | $13.1K | Hold |
28
| – | – | ﹤0.01% | 364 |
|
|
2025
Q1 | $10.3K | Hold |
28
| – | – | ﹤0.01% | 328 |
|
|
2024
Q4 | $12.2K | Hold |
28
| – | – | ﹤0.01% | 327 |
|
|
2024
Q3 | $10.9K | Hold |
28
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $10.8K | Buy |
28
+3
| +12% | +$1.16K | ﹤0.01% | 333 |
|
|
2024
Q1 | $13.1K | Hold |
25
| – | – | ﹤0.01% | 297 |
|
|
2023
Q4 | $12.3K | Hold |
25
| – | – | ﹤0.01% | 307 |
|
|
2023
Q3 | $9.99K | Hold |
25
| – | – | ﹤0.01% | 308 |
|
|
2023
Q2 | $11.8K | Hold |
25
| – | – | ﹤0.01% | 307 |
|
|
2023
Q1 | $13.6K | Sell |
25
-15
| -38% | -$8.19K | ﹤0.01% | 286 |
|
|
2022
Q4 | $18.8K | Hold |
40
| – | – | ﹤0.01% | 288 |
|
|
2022
Q3 | $16K | Hold |
40
| – | – | ﹤0.01% | 284 |
|
|
2022
Q2 | $15K | Sell |
40
-20
| -33% | -$7.5K | ﹤0.01% | 308 |
|
|
2022
Q1 | $24K | Hold |
60
| – | – | ﹤0.01% | 300 |
|
|
2021
Q4 | $25K | Hold |
60
| – | – | ﹤0.01% | 298 |
|
|
2021
Q3 | $22K | Hold |
60
| – | – | ﹤0.01% | 294 |
|
|
2021
Q2 | $21K | Hold |
60
| – | – | ﹤0.01% | 292 |
|
|
2021
Q1 | $19K | Sell |
60
-40
| -40% | -$12.7K | ﹤0.01% | 303 |
|
|
2020
Q4 | $29K | Hold |
100
| – | – | ﹤0.01% | 242 |
|
|
2020
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 227 |
|
|
2020
Q2 | $20K | Hold |
100
| – | – | ﹤0.01% | 227 |
|
|
2020
Q1 | $18K | Buy |
+100
| New | +$18K | ﹤0.01% | 227 |
|