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WMS Partners’s Ulta Beauty ULTA Stock Holding History

WMS Partners’s Portfolio ULTA Stock Details ULTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,032
Closed -$812K – 277
2023
Q3 		$812K Buy
+2,032
New +$812K 0.06% 110
2023
Q2 		– Hold
0
– – – 302