Transform Wealth’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,329
| Closed | -$5.32M | – | 255 |
|
|
2023
Q3 | $5.32M | Sell |
13,329
-872
| -6% | -$348K | 0.56% | 64 |
|
|
2023
Q2 | $6.68M | Buy |
14,201
+567
| +4% | +$267K | 0.6% | 56 |
|
|
2023
Q1 | $7.44M | Sell |
13,634
-54
| -0.4% | -$29.5K | 0.7% | 50 |
|
|
2022
Q4 | $6.42M | Buy |
13,688
+820
| +6% | +$385K | 0.72% | 48 |
|
|
2022
Q3 | $5.16M | Buy |
+12,868
| New | +$5.16M | 0.67% | 52 |
|