Cherry Tree Wealth Management’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 | – | Sell |
-2
| Closed | -$734 | – | 753 |
|
|
2025
Q1 | $734 | Hold |
2
| – | – | ﹤0.01% | 703 |
|
|
2024
Q4 | $870 | Hold |
2
| – | – | ﹤0.01% | 586 |
|
|
2024
Q3 | $779 | Hold |
2
| – | – | ﹤0.01% | 573 |
|
|
2024
Q2 | $772 | Hold |
2
| – | – | ﹤0.01% | 555 |
|
|
2024
Q1 | $1.05K | Hold |
2
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $980 | Hold |
2
| – | – | ﹤0.01% | 542 |
|
|
2023
Q3 | $799 | Hold |
2
| – | – | ﹤0.01% | 540 |
|
|
2023
Q2 | $942 | Buy |
+2
| New | +$942 | ﹤0.01% | 541 |
|