Montag & Associates’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 | $2.84M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $9.9K | Hold |
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|
2024
Q4 | $11.7K | Hold |
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|
2024
Q3 | $10.5K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $31.5K | Buy |
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|
2023
Q1 | $14.2K | Hold |
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|
2022
Q4 | $12.2K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $43K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $520K | Buy |
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|
2019
Q4 | $678K | Buy |
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