Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
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|
2025
Q4 | $90.8K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $55K | Buy |
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|
2024
Q4 | $21.7K | Hold |
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|
2024
Q3 | $19.5K | Hold |
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|
2024
Q2 | $19.3K | Hold |
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|
2024
Q1 | $26.1K | Hold |
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|
2023
Q4 | $24.5K | Sell |
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|
2023
Q3 | $24K | Sell |
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|
2023
Q2 | $37.6K | Hold |
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|
2023
Q1 | $43.7K | Hold |
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|
2022
Q4 | $37.5K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $26K | Buy |
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