Independent Advisor Alliance’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 | $2.09M | Buy |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $2M | Sell |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $2.02M | Sell |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.96M | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.25M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $278K | Buy |
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