Regal Investment 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
Q2 | $3.31M | Sell |
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|
2025
Q1 | $3.36M | Sell |
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|
2024
Q4 | $5.61M | Sell |
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|
2024
Q3 | $5.06M | Buy |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $588K | Buy |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $312K | Sell |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $310K | Buy |
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|
2021
Q2 | $289K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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