Concorde Asset 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 | $229K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $522K | Sell |
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|
2023
Q3 | $459K | Sell |
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|
2023
Q2 | $562K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $556K | Buy |
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|
2019
Q3 | $434K | Sell |
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|
2019
Q2 | $732K | Sell |
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|
2019
Q1 | $751K | Buy |
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|
2018
Q4 | $382K | Buy |
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|
2018
Q3 | $276K | Sell |
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|
2018
Q2 | $358K | Buy |
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