Wealthspire Advisors (New York)’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-893
| Closed | -$420K | – | 620 |
|
|
2023
Q2 | $420K | Buy |
+893
| New | +$420K | 0.01% | 397 |
|
|
2021
Q4 | – | Sell |
-1,610
| Closed | -$581K | – | 629 |
|
|
2021
Q3 | $581K | Buy |
+1,610
| New | +$581K | 0.01% | 328 |
|
|
2019
Q1 | – | Sell |
-24
| Closed | -$6K | – | 747 |
|
|
2018
Q4 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 625 |
|