Avion Wealth’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 | $3K | Buy |
7
+4
| +133% | +$1.71K | ﹤0.01% | 756 |
|
|
2025
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 942 |
|
|
2024
Q4 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 940 |
|
|
2024
Q3 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 1339 |
|
|
2024
Q2 | $1K | Sell |
4
-2
| -33% | -$500 | ﹤0.01% | 830 |
|
|
2024
Q1 | $4K | Buy |
6
+4
| +200% | +$2.67K | ﹤0.01% | 523 |
|
|
2023
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 996 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | – | – | 1042 |
|
|
2023
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 779 |
|