Investment House LLC’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
$819K Hold
1,750
0.04% 149
2025
Q1
$641K Sell
1,750
-180
-9% -$66K 0.04% 160
2024
Q4
$839K Sell
1,930
-1,312
-40% -$571K 0.05% 142
2024
Q3
$1.26M Buy
3,242
+795
+32% +$309K 0.07% 138
2024
Q2
$944K Buy
+2,447
New +$944K 0.05% 132