Callan Family Office’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 | $535K | Buy |
1,144
+591
| +107% | +$276K | 0.02% | 563 |
|
|
2025
Q1 | $203K | Sell |
553
-1,063
| -66% | -$390K | 0.02% | 523 |
|
|
2024
Q4 | $703K | Buy |
1,616
+586
| +57% | +$255K | 0.04% | 308 |
|
|
2024
Q3 | $401K | Sell |
1,030
-22
| -2% | -$8.56K | 0.07% | 118 |
|
|
2024
Q2 | $406K | Buy |
+1,052
| New | +$406K | 0.08% | 103 |
|