Phoenix 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 | $625K | Sell |
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|
2025
Q2 | $541K | Sell |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $581K | Hold |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $521K | Buy |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $409K | Buy |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $230K | Buy |
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