HighMark Wealth Management’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 | – | Hold |
0
| – | -$3 | – | 616 |
|
|
2025
Q1 | – | Hold |
0
| – | -$4 | – | 574 |
|
|
2024
Q4 | – | Hold |
0
| – | -$4 | – | 574 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 596 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | -$1K | – | 451 |
|
|
2020
Q1 | $1K | Sell |
9
-5
| -36% | -$556 | ﹤0.01% | 347 |
|
|
2019
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 330 |
|