OWA
ULTA icon

Octavia Wealth Advisors’s Ulta Beauty ULTA Stock Holding History

Octavia Wealth Advisors’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$243K Sell
519
-405
-44% -$189K 0.03% 196
2025
Q1 		$339K Buy
924
+87
+10% +$31.9K 0.04% 157
2024
Q4 		$364K Buy
837
+255
+44% +$111K 0.04% 146
2024
Q3 		$226K Buy
+582
New +$226K 0.03% 202