Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $491K | Buy |
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|
2025
Q3 | $436K | Buy |
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|
2025
Q2 | $315K | Buy |
|
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $225K | Buy |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $239K | Buy |
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