Clear Creek Financial 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 | $427K | Sell |
912
-92
| -9% | -$43K | 0.04% | 373 |
|
|
2025
Q1 | $368K | Buy |
1,004
+172
| +21% | +$63K | 0.04% | 359 |
|
|
2024
Q4 | $362K | Buy |
832
+35
| +4% | +$15.2K | 0.04% | 350 |
|
|
2024
Q3 | $310K | Sell |
797
-6
| -0.7% | -$2.34K | 0.04% | 338 |
|
|
2024
Q2 | $310K | Buy |
803
+100
| +14% | +$38.6K | 0.04% | 333 |
|
|
2024
Q1 | $368K | Buy |
+703
| New | +$368K | 0.05% | 291 |
|
|
2020
Q1 | – | Sell |
-1,503
| Closed | -$426K | – | 192 |
|
|
2019
Q4 | $426K | Buy |
+1,503
| New | +$426K | 0.17% | 77 |
|