BDO Wealth Advisors’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $69.2K | Hold |
147
| – | – | 0.01% | 383 |
|
|
2023
Q1 | $80.2K | Hold |
147
| – | – | 0.01% | 353 |
|
|
2022
Q4 | $69K | Sell |
147
-30
| -17% | -$14.1K | 0.01% | 371 |
|
|
2022
Q3 | $71K | Buy |
177
+70
| +65% | +$28.1K | 0.01% | 367 |
|
|
2022
Q2 | $41K | Hold |
107
| – | – | 0.01% | 440 |
|
|
2022
Q1 | $43K | Hold |
107
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $44K | Buy |
107
+8
| +8% | +$3.29K | ﹤0.01% | 469 |
|
|
2021
Q3 | $36K | Sell |
99
-3
| -3% | -$1.09K | ﹤0.01% | 497 |
|
|
2021
Q2 | $35K | Buy |
102
+60
| +143% | +$20.6K | ﹤0.01% | 520 |
|
|
2021
Q1 | $13K | Buy |
42
+37
| +740% | +$11.5K | ﹤0.01% | 700 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 890 |
|
|
2020
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 829 |
|
|
2019
Q4 | – | Sell |
-5
| Closed | -$1K | – | 641 |
|
|
2019
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 611 |
|