Resonant Capital 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 | $1.05M | Buy |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $685K | Buy |
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|
2024
Q3 | $600K | Sell |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $692K | Sell |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $816K | Buy |
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|
2022
Q4 | $680K | Buy |
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|
2022
Q3 | $521K | Sell |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $268K | Buy |
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