Uniting Wealth Partners’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
Sell
-1,000
Closed -$367K 123
2025
Q1
$367K Hold
1,000
0.18% 60
2024
Q4
$435K Buy
+1,000
New +$435K 0.21% 54