Plato Investment 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
$934K Hold
2025
Q2
$802K Hold
2025
Q1
$638K Hold
2024
Q4
$751K Buy
2024
Q3
$88.2K Hold
2024
Q2
$87.6K Buy
2024
Q1
$28.8K Hold
2023
Q4
$26.9K Buy