Compass Wealth Management LLC ULTA Holdings History
Compass Wealth Management LLC's Ulta Beauty Inc Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 495.00 shares of Ulta Beauty Inc(ULTA), totaling $181,440.00. This investment constitutes 0.05% of their stock portfolio, and Compass Wealth Management LLC now holds 0% of the outstanding Ulta Beauty Inc(ULTA) stock.
The initial trade took place in 2024Q4. And since then Compass Wealth Management LLC has made 1 purchases of ULTA, at an average price of $387.56, for a total of 3,700.00 shares. In addition, there have been 1 sales at an average price of $381.12 for 3,205.00 shares. Based on historical transaction data and ULTA's current price of $502.74, Compass Wealth Management LLC's estimated gain on his ULTA holdings is $36,373.90, reflecting a 2.54% gain to date.
Compass Wealth Management LLC ULTA ($502.74) Holding Chart
Compass Wealth Management LLC ULTA ($502.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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