JFS Wealth Advisors’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 | $25.7K | Sell |
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|
2025
Q2 | $27.6K | Buy |
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|
2025
Q1 | $17.2K | Sell |
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|
2024
Q4 | $26.1K | Buy |
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|
2024
Q3 | $21.8K | Sell |
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|
2024
Q2 | $22.8K | Sell |
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|
2024
Q1 | $42.4K | Buy |
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|
2023
Q4 | $29.4K | Sell |
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|
2023
Q3 | $24.4K | Hold |
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|
2023
Q2 | $28.7K | Sell |
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|
2023
Q1 | $34.4K | Sell |
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|
2022
Q4 | $30K | Hold |
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|
2022
Q3 | $26K | Sell |
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|
2022
Q2 | $27K | Buy |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q4 | $2K | Buy |
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