First Foundation 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
Q3
$646K Sell
2025
Q2
$3.7M Sell
2025
Q1
$3.85M Sell
2024
Q4
$5.27M Buy
2024
Q3
$3.11M Buy
2024
Q2
$62.5K Buy
2024
Q1
$58K Sell
2023
Q4
$101K Sell
2023
Q3
$213K Buy
2017
Q2
Sell
2017
Q1
$1.01M Buy
2016
Q4
$391K Buy