LA
Legacy Advisors’s Ulta Beauty ULTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,599
| Closed | -$586K | – | 375 |
|
|
2025
Q1 | $586K | Sell |
1,599
-34
| -2% | -$12.5K | 0.06% | 238 |
|
|
2024
Q4 | $710K | Buy |
1,633
+19
| +1% | +$8.26K | 0.07% | 212 |
|
|
2024
Q3 | $628K | Buy |
+1,614
| New | +$628K | 0.07% | 218 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$26K | – | 314 |
|
|
2019
Q2 | $26K | Buy |
+75
| New | +$26K | 0.02% | 241 |
|