World Investment Advisors’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
$954K Sell
2,039
-227
-10% -$106K 0.02% 532
2025
Q1
$830K Sell
2,266
-76
-3% -$27.9K 0.02% 555
2024
Q4
$1.02M Buy
2,342
+1,797
+330% +$782K 0.03% 468
2024
Q3
$212K Buy
+545
New +$212K 0.01% 845