TSWM
ULTA icon

Triangle Securities Wealth Management’s Ulta Beauty ULTA Stock Holding History

Triangle Securities Wealth Management’s Portfolio ULTA Stock Details ULTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$484K Sell
1,035
-10
-1% -$4.68K 0.12% 153
2025
Q1 		$383K Sell
1,045
-10
-0.9% -$3.67K 0.1% 169
2024
Q4 		$459K Buy
1,055
+4
+0.4% +$1.74K 0.12% 151
2024
Q3 		$409K Buy
+1,051
New +$409K 0.11% 165