Plato Investment Management’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Hold |
1,721
| – | – | 0.06% | 286 |
|
|
2025
Q1 | $638K | Hold |
1,721
| – | – | 0.05% | 301 |
|
|
2024
Q4 | $751K | Buy |
1,721
+1,494
| +658% | +$652K | 0.06% | 295 |
|
|
2024
Q3 | $88.2K | Hold |
227
| – | – | 0.01% | 436 |
|
|
2024
Q2 | $87.6K | Buy |
227
+172
| +313% | +$66.4K | 0.01% | 377 |
|
|
2024
Q1 | $28.8K | Hold |
55
| – | – | ﹤0.01% | 397 |
|
|
2023
Q4 | $26.9K | Buy |
+55
| New | +$26.9K | 0.03% | 292 |
|