Number of Shares
967.00
Current Holdings Value*
$452,380.00
% of Portfolio
0.02%
Total Estimate Gain
$321,065.32
% of Total Estimate Gain
4.55%

Goelzer Investment Management, Inc.'s Ulta Beauty Inc Holding Summary

As of 2025-06-30, Goelzer Investment Management, Inc. held 967.00 shares of Ulta Beauty Inc(ULTA), totaling $452,380.00. This investment constitutes 0.02% of their stock portfolio, and Goelzer Investment Management, Inc. now holds 0% of the outstanding Ulta Beauty Inc(ULTA) stock.

The initial trade took place in 2018Q2. And since then Goelzer Investment Management, Inc. has made 11 purchases of ULTA, at an average price of $319.33, for a total of 22,090.00 shares. In addition, there have been 17 sales at an average price of $326.57 for 21,123.00 shares. Based on historical transaction data and ULTA's current price of $493.30, Goelzer Investment Management, Inc.'s estimated gain on his ULTA holdings is $321,065.32, reflecting a 4.55% gain to date.

Goelzer Investment Management, Inc. ULTA ($493.30) Holding Chart

Goelzer Investment Management, Inc. 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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