Crestwood Advisors Group’s Ulta Beauty ULTA Stock Holding History

Crestwood Advisors Group’s Portfolio ULTA Stock Details ULTA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$316K	Buy
2020 Q4	–	Sell
2020 Q3	$347K	Sell
2020 Q2	$454K	Sell
2020 Q1	$647K	Sell
2019 Q4	$989K	Sell
2019 Q3	$1.24M	Sell
2019 Q2	$1.79M	Buy
2017 Q2	–	Sell
2017 Q1	$121K	Buy