Peterson Wealth Services’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,320
| Closed | -$2.07M | – | 235 |
|
|
2024
Q3 | $2.07M | Buy |
5,320
+352
| +7% | +$137K | 0.66% | 44 |
|
|
2024
Q2 | $1.92M | Buy |
4,968
+106
| +2% | +$40.9K | 0.67% | 45 |
|
|
2024
Q1 | $2.54M | Buy |
4,862
+1,199
| +33% | +$627K | 0.93% | 38 |
|
|
2023
Q4 | $1.79M | Sell |
3,663
-657
| -15% | -$322K | 0.77% | 42 |
|
|
2023
Q3 | $1.73M | Sell |
4,320
-987
| -19% | -$394K | 1.29% | 30 |
|
|
2023
Q2 | $2.5M | Buy |
5,307
+1,636
| +45% | +$769K | 1.2% | 29 |
|
|
2023
Q1 | $2M | Buy |
+3,671
| New | +$2M | 1.03% | 35 |
|