Independent Financial Group’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 | $692K | Buy |
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|
2025
Q4 | $616K | Buy |
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|
2025
Q3 | $505K | Sell |
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|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $538K | Sell |
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|
2024
Q3 | $813K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $398K | Buy |
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