EverSource Wealth Advisors’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 | $469K | Buy |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $177K | Sell |
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|
2024
Q2 | $170K | Sell |
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $197K | Sell |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $666K | Buy |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $1K | Buy |
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