FWA
ULTA icon

FSM Wealth Advisors’s Ulta Beauty ULTA Stock Holding History

FSM Wealth Advisors’s Portfolio ULTA Stock Details ULTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$229K Buy
+481
New +$229K 0.04% 252
2023
Q2 		– Sell
-387
Closed -$211K – 176
2023
Q1 		$211K Buy
+387
New +$211K 0.12% 146