BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.21M | Buy |
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2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $848K | Buy |
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|
2022
Q2 | $773K | Buy |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $681K | Buy |
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|
2021
Q3 | $554K | Sell |
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|
2021
Q2 | $534K | Buy |
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|
2021
Q1 | $470K | Buy |
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|
2020
Q4 | $433K | Sell |
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|
2020
Q3 | $342K | Sell |
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|
2020
Q2 | $323K | Sell |
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|
2020
Q1 | $291K | Buy |
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|
2019
Q4 | $2K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2K | Buy |
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