CFM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $942K | Sell |
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|
2020
Q4 | $947K | Sell |
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|
2020
Q3 | $916K | Sell |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.51M | Buy |
|