Mendel Money 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 | $333K | Hold |
711
| – | – | 0.15% | 121 |
|
|
2025
Q1 | $261K | Sell |
711
-7
| -1% | -$2.57K | 0.12% | 125 |
|
|
2024
Q4 | $312K | Buy |
718
+7
| +1% | +$3.05K | 0.14% | 124 |
|
|
2024
Q3 | $277K | Hold |
711
| – | – | 0.12% | 126 |
|
|
2024
Q2 | $274K | Buy |
711
+90
| +14% | +$34.7K | 0.13% | 119 |
|
|
2024
Q1 | $325K | Hold |
621
| – | – | 0.15% | 112 |
|
|
2023
Q4 | $304K | Buy |
+621
| New | +$304K | 0.15% | 115 |
|