Moran 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 | $5.63M | Sell |
12,043
-3,335
| -22% | -$1.56M | 0.17% | 162 |
|
|
2025
Q1 | $5.64M | Buy |
15,378
+339
| +2% | +$124K | 0.19% | 158 |
|
|
2024
Q4 | $6.54M | Buy |
15,039
+633
| +4% | +$275K | 0.21% | 136 |
|
|
2024
Q3 | $5.61M | Buy |
14,406
+2,209
| +18% | +$860K | 0.17% | 159 |
|
|
2024
Q2 | $4.71M | Buy |
12,197
+3,242
| +36% | +$1.25M | 0.15% | 177 |
|
|
2024
Q1 | $4.68M | Sell |
8,955
-373
| -4% | -$195K | 0.15% | 181 |
|
|
2023
Q4 | $4.57M | Sell |
9,328
-614
| -6% | -$301K | 0.16% | 177 |
|
|
2023
Q3 | $3.97M | Buy |
9,942
+6,605
| +198% | +$2.64M | 0.15% | 176 |
|
|
2023
Q2 | $1.57M | Sell |
3,337
-80
| -2% | -$37.6K | 0.06% | 237 |
|
|
2023
Q1 | $1.86M | Buy |
3,417
+290
| +9% | +$158K | 0.07% | 226 |
|
|
2022
Q4 | $1.47M | Buy |
+3,127
| New | +$1.47M | 0.06% | 237 |
|