AE Wealth Management’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $324K | Sell |
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|
2025
Q2 | $284K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $3M | Sell |
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|
2023
Q2 | $4.41M | Buy |
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|
2023
Q1 | $4.36M | Buy |
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|
2022
Q4 | $3.41M | Buy |
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|
2022
Q3 | $2.71M | Buy |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $3.5M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $883K | Sell |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $555K | Buy |
|