Clearstead Trust’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 | $42.6K | Sell |
|
|||||
|
2025
Q2 | $45.4K | Sell |
|
|||||
|
2025
Q1 | $37.8K | Hold |
|
|||||
|
2024
Q4 | $44.8K | Hold |
|
|||||
|
2024
Q3 | $40.1K | Sell |
|
|||||
|
2024
Q2 | $45.1K | Buy |
|
|||||
|
2024
Q1 | $49.7K | Hold |
|
|||||
|
2023
Q4 | $46.5K | Sell |
|
|||||
|
2023
Q3 | $61.5K | Buy |
|
|||||
|
2023
Q2 | $60.4K | Buy |
|
|||||
|
2023
Q1 | $4.91K | Hold |
|
|||||
|
2022
Q4 | $4K | Hold |
|
|||||
|
2022
Q3 | $4K | Hold |
|
|||||
|
2022
Q2 | $3K | Hold |
|
|||||
|
2022
Q1 | $4K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $18K | Buy |
|
|||||
|
2018
Q3 | $11K | Buy |
|