JFS Wealth Advisors’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 | $27.6K | Buy |
59
+12
| +26% | +$5.61K | ﹤0.01% | 586 |
|
|
2025
Q1 | $17.2K | Sell |
47
-13
| -22% | -$4.77K | ﹤0.01% | 705 |
|
|
2024
Q4 | $26.1K | Buy |
60
+4
| +7% | +$1.74K | ﹤0.01% | 585 |
|
|
2024
Q3 | $21.8K | Sell |
56
-3
| -5% | -$1.17K | ﹤0.01% | 621 |
|
|
2024
Q2 | $22.8K | Sell |
59
-22
| -27% | -$8.49K | ﹤0.01% | 575 |
|
|
2024
Q1 | $42.4K | Buy |
81
+21
| +35% | +$11K | ﹤0.01% | 457 |
|
|
2023
Q4 | $29.4K | Sell |
60
-1
| -2% | -$490 | ﹤0.01% | 502 |
|
|
2023
Q3 | $24.4K | Hold |
61
| – | – | ﹤0.01% | 497 |
|
|
2023
Q2 | $28.7K | Sell |
61
-2
| -3% | -$941 | ﹤0.01% | 459 |
|
|
2023
Q1 | $34.4K | Sell |
63
-1
| -2% | -$546 | ﹤0.01% | 424 |
|
|
2022
Q4 | $30K | Hold |
64
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $26K | Sell |
64
-6
| -9% | -$2.44K | ﹤0.01% | 513 |
|
|
2022
Q2 | $27K | Buy |
70
+12
| +21% | +$4.63K | ﹤0.01% | 531 |
|
|
2022
Q1 | $23K | Buy |
58
+52
| +867% | +$20.6K | ﹤0.01% | 572 |
|
|
2021
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 1181 |
|