A detailed history of Congress Wealth Management LLC transactions in Ulta Beauty, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 28,703 shares of ULTA stock, worth $11 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
28,703
Previous 28,251 1.6%
Holding current value
$11 Million
Previous $14.8 Million 25.02%
% of portfolio
0.18%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$376.14 - $529.01 $170,015 - $239,112
452 Added 1.6%
28,703 $11.1 Million
Q1 2024

Apr 18, 2024

BUY
$468.92 - $567.18 $152,399 - $184,333
325 Added 1.16%
28,251 $14.8 Million
Q4 2023

Feb 09, 2024

BUY
$371.85 - $494.63 $211,954 - $281,939
570 Added 2.08%
27,926 $13.7 Million
Q3 2023

Oct 30, 2023

BUY
$389.72 - $484.04 $360,880 - $448,221
926 Added 3.5%
27,356 $10.9 Million
Q2 2023

Jul 13, 2023

SELL
$403.83 - $551.43 $9,288 - $12,682
-23 Reduced 0.09%
26,430 $12.4 Million
Q1 2023

Apr 14, 2023

SELL
$471.63 - $545.67 $74,045 - $85,670
-157 Reduced 0.59%
26,453 $14.4 Million
Q4 2022

Feb 02, 2023

BUY
$381.59 - $481.65 $32,435 - $40,940
85 Added 0.32%
26,610 $12.5 Million
Q3 2022

Nov 08, 2022

BUY
$372.35 - $446.14 $9.88 Million - $11.8 Million
26,525 New
26,525 $10.6 Million

Others Institutions Holding ULTA

About Ulta Beauty, Inc.


  • Ticker ULTA
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Specialty Retail
  • Shares Outstandng 51,221,500
  • Market Cap $19.6B
  • Description
  • Ulta Beauty, Inc. operates as a retailer of beauty products in the United States. The company's stores offer cosmetics, fragrances, skincare and haircare products, bath and body products, and salon styling tools; professional hair products; salon services, including hair, skin, makeup, and brow services; and nail services. It also provides its p...
More about ULTA
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