Tempus Wealth Planning’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 | $680K | Buy |
1,454
+200
| +16% | +$93.6K | 0.17% | 136 |
|
|
2025
Q1 | $460K | Buy |
1,254
+131
| +12% | +$48K | 0.14% | 155 |
|
|
2024
Q4 | $488K | Buy |
1,123
+172
| +18% | +$74.8K | 0.15% | 148 |
|
|
2024
Q3 | $370K | Buy |
+951
| New | +$370K | 0.14% | 153 |
|
|
2023
Q1 | – | Sell |
-532
| Closed | -$250K | – | 191 |
|
|
2022
Q4 | $250K | Sell |
532
-437
| -45% | -$205K | 0.15% | 151 |
|
|
2022
Q3 | $389K | Buy |
+969
| New | +$389K | 0.26% | 106 |
|