OF
ULTA icon

Optimize Financial’s Ulta Beauty ULTA Stock Holding History

Optimize Financial’s Portfolio ULTA Stock Details ULTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$944K Sell
2,017
-14
-0.7% -$6.55K 0.58% 49
2025
Q1 		$744K Buy
2,031
+657
+48% +$241K 0.54% 48
2024
Q4 		$598K Buy
+1,374
New +$598K 0.45% 58