Baldwin Wealth Partners’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
$12.7M Buy
27,187
+496
+2% +$232K 0.86% 35
2025
Q1
$9.78M Buy
26,691
+615
+2% +$225K 0.69% 44
2024
Q4
$11.3M Buy
26,076
+18,768
+257% +$8.16M 0.78% 39
2024
Q3
$2.84M Buy
+7,308
New +$2.84M 0.19% 82