WR Wealth Planners’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.74K | Buy |
+4
| New | +$1.74K | ﹤0.01% | 874 |
|
|
2024
Q3 | – | Sell |
-33
| Closed | -$12.7K | – | 1210 |
|
|
2024
Q2 | $12.7K | Buy |
33
+10
| +43% | +$3.86K | ﹤0.01% | 543 |
|
|
2024
Q1 | $12K | Buy |
+23
| New | +$12K | ﹤0.01% | 562 |
|
|
2023
Q4 | – | Sell |
-22
| Closed | -$8.79K | – | 817 |
|
|
2023
Q3 | $8.79K | Hold |
22
| – | – | ﹤0.01% | 595 |
|
|
2023
Q2 | $10.4K | Buy |
22
+2
| +10% | +$941 | ﹤0.01% | 564 |
|
|
2023
Q1 | $10.9K | Buy |
+20
| New | +$10.9K | ﹤0.01% | 531 |
|