Private Wealth Management Group’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 | $7.95K | Buy |
17
+6
| +55% | +$2.81K | ﹤0.01% | 569 |
|
|
2025
Q1 | $4.03K | Sell |
11
-7
| -39% | -$2.57K | ﹤0.01% | 802 |
|
|
2024
Q4 | $7.83K | Buy |
18
+3
| +20% | +$1.31K | ﹤0.01% | 568 |
|
|
2024
Q3 | $5.84K | Sell |
15
-21
| -58% | -$8.17K | ﹤0.01% | 671 |
|
|
2024
Q2 | $13.9K | Buy |
36
+20
| +125% | +$7.72K | 0.01% | 363 |
|
|
2024
Q1 | $8.37K | Buy |
16
+3
| +23% | +$1.57K | ﹤0.01% | 461 |
|
|
2023
Q4 | $6.37K | Buy |
+13
| New | +$6.37K | ﹤0.01% | 545 |
|