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Barlow Wealth Partners’s Ulta Beauty ULTA Stock Holding History

Barlow Wealth Partners’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-630
Closed -$279K – 160
2024
Q1 		$279K Sell
630
-107
-15% -$47.3K 0.04% 116
2023
Q4 		$361K Buy
+737
New +$361K 0.05% 99