HHGA
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Halbert Hargrove Global Advisors’s Ulta Beauty ULTA Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio ULTA Stock Details ULTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 630
2025
Q1 		– Hold
0
– – – 652
2013
Q4 		– Sell
-1,925
Closed -$230K – 135
2013
Q3 		$230K Buy
+1,925
New +$230K 0.08% 97