Evergreen Private Wealth LLC ULTA Holdings History
Evergreen Private Wealth LLC's Ulta Beauty Inc Holding Summary
As of 2025-06-30, Evergreen Private Wealth LLC held 11,507.00 shares of Ulta Beauty Inc(ULTA), totaling $5.38 Mil. This investment constitutes 2.26% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0.03% of the outstanding Ulta Beauty Inc(ULTA) stock.
The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 6 purchases of ULTA, at an average price of $421.47, for a total of 11,507.00 shares. Based on historical transaction data and ULTA's current price of $493.30, Evergreen Private Wealth LLC's estimated gain on his ULTA holdings is $826,592.46, reflecting a 17.04% gain to date.
Evergreen Private Wealth LLC ULTA ($493.30) Holding Chart
Evergreen Private Wealth LLC ULTA ($493.30) 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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