YHB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-501
| Closed | -$200K | – | 281 |
|
|
2023
Q3 | $200K | Hold |
501
| – | – | 0.02% | 266 |
|
|
2023
Q2 | $236K | Sell |
501
-67
| -12% | -$31.5K | 0.02% | 257 |
|
|
2023
Q1 | $310K | Buy |
568
+20
| +4% | +$10.9K | 0.03% | 227 |
|
|
2022
Q4 | $257K | Sell |
548
-6
| -1% | -$2.81K | 0.03% | 242 |
|
|
2022
Q3 | $222K | Buy |
+554
| New | +$222K | 0.02% | 259 |
|