Okabena Investment Services’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
$543K Hold
2025
Q1
$425K Hold
2024
Q4
$505K Hold
2024
Q3
$451K Hold
2024
Q2
$448K Hold
2024
Q1
$607K Hold
2023
Q4
$568K Buy
2023
Q1
Sell
2022
Q4
$25.3K Sell
2022
Q3
$465K Buy