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Cypress Advisory Group’s Ulta Beauty ULTA Stock Holding History

Cypress Advisory Group’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Sell
2,619
-220
-8% -$103K 0.95% 32
2025
Q1 		$1.04M Hold
2,839
– – 0.95% 29
2024
Q4 		$1.23M Buy
+2,839
New +$1.23M 1.14% 29