First Trust Direct Indexing’s Ulta Beauty ULTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$221K Sell
2024
Q2
$316K Sell
2024
Q1
$432K Buy
2023
Q4
$320K Buy
2023
Q3
Sell
2023
Q2
$231K Sell
2023
Q1
$314K Buy
2022
Q4
$261K Buy
2022
Q3
$214K Sell
2022
Q2
$229K Buy
2022
Q1
$233K Buy
2021
Q4
$239K Sell
2021
Q3
$265K Buy