Householder Group Estate & Retirement Specialist’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $22K | Sell |
52
-62
| -54% | -$26.2K | 0.02% | 281 |
|
2024
Q3 | $44K | Hold |
114
| – | – | 0.01% | 503 |
|
2024
Q2 | $43K | Buy |
114
+75
| +192% | +$28.3K | 0.01% | 511 |
|
2024
Q1 | $20.4K | Hold |
39
| – | – | 0.01% | 674 |
|
2023
Q4 | $19K | Hold |
39
| – | – | 0.01% | 660 |
|
2023
Q3 | $15.6K | Buy |
+39
| New | +$15.6K | 0.01% | 692 |
|
2023
Q1 | $21K | Buy |
39
+10
| +34% | +$5.39K | 0.01% | 629 |
|
2022
Q4 | $13K | Buy |
29
+16
| +123% | +$7.17K | 0.02% | 203 |
|
2022
Q3 | $5K | Buy |
+13
| New | +$5K | ﹤0.01% | 872 |
|