Summit Wealth Group’s Ulta Beauty ULTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-58,387
Closed 245
2023
Q1
$0 Buy
+58,387
New ﹤0.01% 254
2021
Q3
Sell
-122
Closed -$42K 206
2021
Q2
$42K Hold
122
0.06% 57
2021
Q1
$38K Buy
+122
New +$38K 0.06% 54