Perigon Wealth Management’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 | $334K | Buy |
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|
2025
Q2 | $267K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $274K | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $70K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $13K | Buy |
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