Evergreen Private Wealth’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 | $5.38M | Buy |
11,507
+989
| +9% | +$463K | 2.26% | 17 |
|
|
2025
Q1 | $3.86M | Buy |
10,518
+616
| +6% | +$226K | 1.8% | 26 |
|
|
2024
Q4 | $4.31M | Buy |
9,902
+373
| +4% | +$162K | 2.02% | 23 |
|
|
2024
Q3 | $3.71M | Buy |
9,529
+691
| +8% | +$269K | 1.72% | 27 |
|
|
2024
Q2 | $3.41M | Buy |
8,838
+560
| +7% | +$216K | 1.68% | 26 |
|
|
2024
Q1 | $4.33M | Buy |
8,278
+884
| +12% | +$462K | 2.17% | 21 |
|
|
2023
Q4 | $3.62M | Buy |
+7,394
| New | +$3.62M | 1.95% | 20 |
|