Teamwork Financial Advisors’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,324
| Closed | -$1.09M | – | 211 |
|
|
2023
Q2 | $1.09M | Buy |
+2,324
| New | +$1.09M | 0.18% | 80 |
|
|
2022
Q1 | – | Sell |
-3,571
| Closed | -$1.47M | – | 330 |
|
|
2021
Q4 | $1.47M | Buy |
3,571
+2,204
| +161% | +$909K | 0.27% | 77 |
|
|
2021
Q3 | $493K | Sell |
1,367
-150
| -10% | -$54.1K | 0.1% | 159 |
|
|
2021
Q2 | $525K | Sell |
1,517
-1,791
| -54% | -$620K | 0.11% | 149 |
|
|
2021
Q1 | $1.02M | Buy |
3,308
+2,306
| +230% | +$713K | 0.24% | 87 |
|
|
2020
Q4 | $288K | Buy |
+1,002
| New | +$288K | 0.07% | 167 |
|