Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
ULTA holding history
Ulta Beauty, Inc. in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ULTA overviewAll 13F holders of ULTAFull Q1 2025 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −13,329−100.0% | Sold out | Holders |
| Q3 2023 | 13,329 | $5.32M | 0.6% | −872−6.1% | Reduced | Holders |
| Q2 2023 | 14,201 | $6.68M | 0.6% | +567+4.2% | Added | Holders |
| Q1 2023 | 13,634 | $7.44M | 0.7% | −54−0.4% | Reduced | Holders |
| Q4 2022 | 13,688 | $6.42M | 0.7% | +820+6.4% | Added | Holders |
| Q3 2022 | 12,868 | $5.16M | 0.7% | +12,868 | New | Holders |