OneDigital Investment 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 | $679K | Sell |
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|
2025
Q2 | $583K | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $746K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $361K | Buy |
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|
2019
Q3 | $258K | Buy |
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|
2019
Q2 | $12K | Buy |
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|
2019
Q1 | $11K | Sell |
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|
2018
Q4 | $9K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $10K | Buy |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $8K | Sell |
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|
2017
Q2 | $8K | Buy |
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