Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $489K | Sell |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $663K | Sell |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $580K | Sell |
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|
2023
Q1 | $845K | Sell |
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|
2022
Q4 | $753K | Sell |
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|
2022
Q3 | $649K | Sell |
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|
2022
Q2 | $738K | Sell |
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|
2022
Q1 | $781K | Sell |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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