Kestra Private Wealth Services’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
Q2
$3.86M Sell
2025
Q1
$3.12M Buy
2024
Q4
$3.59M Sell
2024
Q3
$3.73M Buy
2024
Q2
$3.03M Sell
2024
Q1
$4.51M Sell
2023
Q4
$4.38M Buy
2023
Q3
$2.02M Sell
2023
Q2
$2.41M Buy
2023
Q1
$929K Buy
2022
Q4
$708K Sell
2022
Q3
$796K Buy
2022
Q2
$714K Buy
2022
Q1
$732K Buy
2021
Q4
$550K Buy
2021
Q3
$450K Buy
2021
Q2
$412K Buy