Annis Gardner Whiting Capital Advisors’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $78.4K | Sell |
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|
2025
Q4 | $105K | Sell |
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|
2025
Q3 | $111K | Buy |
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|
2025
Q2 | $35.6K | Hold |
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|
2025
Q1 | $27.9K | Sell |
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|
2024
Q4 | $46.5K | Buy |
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|
2024
Q3 | $38.5K | Sell |
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|
2024
Q2 | $48.2K | Sell |
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|
2024
Q1 | $81.6K | Buy |
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|
2023
Q4 | $48K | Buy |
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|
2023
Q3 | $38.3K | Buy |
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