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Dogwood Wealth Management’s Ulta Beauty ULTA Stock Holding History

Dogwood Wealth Management’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$1.57K – 924
2026
Q1 		$1.57K Buy
+3
New +$1.91K ﹤0.01% 688
2024
Q4 		– Hold
0
– -$2 – 625
2024
Q3 		– Hold
0
– – – 516
2024
Q2 		– Hold
0
– – – 543
2024
Q1 		– Hold
0
– – – 441
2023
Q4 		– Hold
0
– – – 428

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