Larson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Buy |
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|
2025
Q2 | $47.2K | Sell |
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|
2025
Q1 | $37.7K | Buy |
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|
2024
Q4 | $16K | Buy |
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|
2024
Q3 | $11.7K | Sell |
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|
2024
Q2 | $49K | Sell |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $24.5K | Hold |
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|
2023
Q3 | $20K | Hold |
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|
2023
Q2 | $23.5K | Sell |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $183K | Buy |
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|
2022
Q2 | $162K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $17K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $22K | Buy |
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