Baldwin Wealth Partners’s Ulta Beauty ULTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.8M Sell
2025
Q2
$12.7M Buy
2025
Q1
$9.78M Buy
2024
Q4
$11.3M Buy
2024
Q3
$2.84M Buy