True Wealth Design’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 | $110K | Buy |
235
+217
| +1,206% | +$102K | 0.04% | 95 |
|
|
2025
Q1 | $6.6K | Buy |
18
+2
| +13% | +$733 | ﹤0.01% | 600 |
|
|
2024
Q4 | $6.96K | Buy |
16
+13
| +433% | +$5.65K | ﹤0.01% | 475 |
|
|
2024
Q3 | $1.17K | Buy |
3
+1
| +50% | +$389 | ﹤0.01% | 933 |
|
|
2024
Q2 | $772 | Hold |
2
| – | – | ﹤0.01% | 571 |
|
|
2024
Q1 | $1.05K | Buy |
2
+1
| +100% | +$523 | ﹤0.01% | 456 |
|
|
2023
Q4 | $490 | Hold |
1
| – | – | ﹤0.01% | 478 |
|
|
2023
Q3 | $400 | Hold |
1
| – | – | ﹤0.01% | 477 |
|
|
2023
Q2 | $471 | Hold |
1
| – | – | ﹤0.01% | 457 |
|
|
2023
Q1 | $546 | Hold |
1
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $469 | Buy |
+1
| New | +$469 | ﹤0.01% | 469 |
|