Cary Street Partners Investment Advisory’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
Q2 | $25.4K | Buy |
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|
2025
Q1 | $9.53K | Buy |
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|
2024
Q4 | $4.35K | Sell |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $943K | Sell |
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|
2023
Q4 | $910K | Sell |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $72K | Hold |
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|
2023
Q1 | $83.5K | Hold |
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|
2022
Q4 | $71.8K | Sell |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | $79K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $19K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $854K | Buy |
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