Lodestone 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
$564K Sell
1,205
-8
-0.7% -$3.74K 0.27% 90
2025
Q1
$445K Sell
1,213
-286
-19% -$105K 0.24% 99
2024
Q4
$652K Buy
+1,499
New +$652K 0.33% 78