Patriot Financial Group Insurance Agency’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 | $244K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $569K | Sell |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $979K | Buy |
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|
2022
Q2 | $929K | Buy |
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|
2022
Q1 | $937K | Buy |
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|
2021
Q4 | $902K | Buy |
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|
2021
Q3 | $761K | Sell |
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|
2021
Q2 | $730K | Buy |
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|
2021
Q1 | $535K | Buy |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $11K | Buy |
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|
2020
Q1 | $9K | Buy |
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|
2019
Q4 | $8K | Buy |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $5K | Buy |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | – | Hold |
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