Bogart Wealth LLC’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 | $4.21K | Buy |
9
+2
| +29% | +$936 | ﹤0.01% | 970 |
|
|
2025
Q1 | $2.57K | Hold |
7
| – | – | ﹤0.01% | 1024 |
|
|
2024
Q4 | $3.05K | Hold |
7
| – | – | ﹤0.01% | 1006 |
|
|
2024
Q3 | $2.72K | Hold |
7
| – | – | ﹤0.01% | 929 |
|
|
2024
Q2 | $2.7K | Hold |
7
| – | – | ﹤0.01% | 885 |
|
|
2024
Q1 | $3.66K | Hold |
7
| – | – | ﹤0.01% | 825 |
|
|
2023
Q4 | $3.43K | Hold |
7
| – | – | ﹤0.01% | 820 |
|
|
2023
Q3 | $2.8K | Hold |
7
| – | – | ﹤0.01% | 831 |
|
|
2023
Q2 | $3.29K | Hold |
7
| – | – | ﹤0.01% | 805 |
|
|
2023
Q1 | $3.82K | Buy |
+7
| New | +$3.82K | ﹤0.01% | 778 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$4K | – | 1187 |
|
|
2022
Q2 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 700 |
|