Farther Finance Advisors’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 | $402K | Buy |
860
+123
| +17% | +$57.5K | 0.01% | 1012 |
|
|
2025
Q1 | $275K | Buy |
737
+415
| +129% | +$155K | 0.01% | 1087 |
|
|
2024
Q4 | $140K | Sell |
322
-305
| -49% | -$132K | 0.01% | 1163 |
|
|
2024
Q3 | $244K | Buy |
627
+28
| +5% | +$10.9K | 0.01% | 918 |
|
|
2024
Q2 | $230K | Buy |
599
+511
| +581% | +$196K | 0.01% | 784 |
|
|
2024
Q1 | $46.6K | Hold |
88
| – | – | ﹤0.01% | 1216 |
|
|
2023
Q4 | $43.1K | Buy |
88
+28
| +47% | +$13.7K | ﹤0.01% | 1089 |
|
|
2023
Q3 | $24K | Buy |
60
+11
| +22% | +$4.39K | ﹤0.01% | 1038 |
|
|
2023
Q2 | $23.1K | Sell |
49
-7
| -13% | -$3.29K | 0.01% | 957 |
|
|
2023
Q1 | $30.6K | Buy |
56
+1
| +2% | +$546 | 0.01% | 765 |
|
|
2022
Q4 | $25.8K | Buy |
+55
| New | +$25.8K | 0.01% | 653 |
|