Morton Brown Family Wealth’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 | $2.34K | Hold |
5
| – | – | ﹤0.01% | 270 |
|
2025
Q1 | $1.83K | Hold |
5
| – | – | ﹤0.01% | 284 |
|
2024
Q4 | $2.18K | Hold |
5
| – | – | ﹤0.01% | 227 |
|
2024
Q3 | $1.95K | Hold |
5
| – | – | ﹤0.01% | 226 |
|
2024
Q2 | $1.97K | Hold |
5
| – | – | ﹤0.01% | 194 |
|
2024
Q1 | $2.61K | Hold |
5
| – | – | ﹤0.01% | 186 |
|
2023
Q4 | $2.45K | Hold |
5
| – | – | ﹤0.01% | 234 |
|
2023
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 160 |
|
2023
Q2 | $2.35K | Buy |
+5
| New | +$2.35K | ﹤0.01% | 151 |
|