Monte 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
Q2 | – | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $975K | Buy |
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|
2023
Q3 | $782K | Buy |
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|
2023
Q2 | $917K | Buy |
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|
2023
Q1 | $949K | Buy |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $659K | Buy |
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|
2022
Q2 | $577K | Buy |
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|
2022
Q1 | $561K | Buy |
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|
2021
Q4 | $581K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $245K | Buy |
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