Mowery & Schoenfeld 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	–	Sell	-20	Closed	-$7.33K	–	457
2025 Q1	$7.33K	Sell	20 -8	-29%	-$2.93K	0.01%	288
2024 Q4	$12.2K	Buy	28 +8	+40%	+$3.48K	0.02%	211
2024 Q3	$7.78K	Buy	+20	New	+$7.78K	0.01%	184