GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $54.7K | Buy |
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|
2025
Q1 | $35.2K | Sell |
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|
2024
Q4 | $47.4K | Buy |
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|
2024
Q3 | $31.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $32K | Buy |
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|
2023
Q2 | $26K | Buy |
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|
2023
Q1 | $26K | Sell |
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|
2022
Q4 | $24K | Sell |
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|
2022
Q3 | $755K | Buy |
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|
2022
Q2 | $617K | Buy |
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|
2022
Q1 | $140K | Sell |
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|
2021
Q4 | $146K | Buy |
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|
2021
Q3 | $112K | Buy |
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