SFE Investment Counsel’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 | $2.72M | Sell |
5,813
-1,146
| -16% | -$536K | 0.48% | 66 |
|
|
2025
Q1 | $2.55M | Sell |
6,959
-47
| -0.7% | -$17.2K | 0.51% | 66 |
|
|
2024
Q4 | $3.05M | Buy |
7,006
+1,883
| +37% | +$819K | 0.65% | 55 |
|
|
2024
Q3 | $1.99M | Buy |
5,123
+3,918
| +325% | +$1.52M | 0.42% | 68 |
|
|
2024
Q2 | $465K | Buy |
+1,205
| New | +$465K | 0.1% | 96 |
|