Paces Ferry Wealth 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 | $938K | Buy |
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|
2025
Q2 | $802K | Buy |
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|
2025
Q1 | $625K | Buy |
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|
2024
Q4 | $739K | Sell |
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|
2024
Q3 | $662K | Sell |
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|
2024
Q2 | $861K | Hold |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $914K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $924K | Sell |
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|
2022
Q2 | $938K | Buy |
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|
2022
Q1 | $968K | Hold |
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|
2021
Q4 | $1M | Hold |
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|
2021
Q3 | $878K | Hold |
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|
2021
Q2 | $841K | Hold |
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|
2021
Q1 | $752K | Sell |
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|
2020
Q4 | $699K | Sell |
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|
2020
Q3 | $546K | Buy |
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