Loring Wolcott & Coolidge Fiduciary 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 | $480K | Buy |
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|
2025
Q2 | $391K | Hold |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $457K | Hold |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | $623K | Buy |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $191K | Hold |
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|
2022
Q2 | $184K | Sell |
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|
2022
Q1 | $194K | Sell |
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|
2021
Q4 | $263K | Sell |
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|
2021
Q3 | $961K | Sell |
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|
2021
Q2 | $3.2M | Sell |
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|
2021
Q1 | $3.31M | Sell |
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|
2020
Q4 | $3.17M | Sell |
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|
2020
Q3 | $2.79M | Sell |
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|
2020
Q2 | $3.11M | Sell |
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|
2020
Q1 | $3.38M | Sell |
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|
2019
Q4 | $5.72M | Sell |
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|
2019
Q3 | $6.21M | Buy |
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|
2019
Q2 | $6.91M | Buy |
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|
2019
Q1 | $6.81M | Buy |
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|
2018
Q4 | $4.55M | Sell |
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|
2018
Q3 | $5.42M | Buy |
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|
2018
Q2 | $4.04M | Sell |
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|
2018
Q1 | $3.61M | Sell |
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|
2017
Q4 | $4.63M | Buy |
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|
2017
Q3 | $4.09M | Buy |
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|
2017
Q2 | $572K | Buy |
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|
2017
Q1 | $157K | Buy |
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