Western Wealth Management’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 | $210K | Buy |
+449
| New | +$210K | 0.01% | 682 |
|
|
2025
Q1 | – | Sell |
-524
| Closed | -$228K | – | 706 |
|
|
2024
Q4 | $228K | Hold |
524
| – | – | 0.01% | 600 |
|
|
2024
Q3 | $204K | Buy |
+524
| New | +$204K | 0.01% | 712 |
|
|
2022
Q4 | – | Sell |
-613
| Closed | -$246K | – | 789 |
|
|
2022
Q3 | $246K | Buy |
+613
| New | +$246K | 0.01% | 689 |
|