Founders Capital Management (Texas)’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-50
| Closed | -$26.1K | – | 385 |
|
|
2024
Q1 | $26.1K | Hold |
50
| – | – | 0.02% | 194 |
|
|
2023
Q4 | $24.5K | Buy |
+50
| New | +$24.5K | 0.02% | 211 |
|
|
2018
Q3 | – | Sell |
-150
| Closed | -$35K | – | 317 |
|
|
2018
Q2 | $35K | Hold |
150
| – | – | 0.03% | 142 |
|
|
2018
Q1 | $31K | Hold |
150
| – | – | 0.03% | 173 |
|
|
2017
Q4 | $34K | Hold |
150
| – | – | 0.03% | 164 |
|
|
2017
Q3 | $34K | Buy |
150
+50
| +50% | +$11.3K | 0.03% | 158 |
|
|
2017
Q2 | $29K | Hold |
100
| – | – | 0.03% | 171 |
|
|
2017
Q1 | $29K | Buy |
+100
| New | +$29K | 0.03% | 174 |
|