Gerber Kawasaki Wealth & Investment 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 | $214K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $250K | Sell |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $342K | Sell |
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|
2020
Q1 | $598K | Sell |
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|
2019
Q4 | $1.65M | Buy |
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|
2019
Q3 | $464K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $285K | Sell |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $1.61M | Buy |
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|
2016
Q4 | $1.19M | Sell |
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|
2016
Q3 | $1.32M | Sell |
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|
2016
Q2 | $1.68M | Sell |
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|
2016
Q1 | $1.77M | Buy |
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|
2015
Q4 | $1.49M | Buy |
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