Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $447K | Hold |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $421K | Hold |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $297K | Sell |
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|
2020
Q4 | $277K | Sell |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q2 | $196K | Buy |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $168K | Hold |
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|
2019
Q3 | $166K | Sell |
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|
2019
Q2 | $325K | Buy |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $156K | Hold |
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|
2018
Q3 | $180K | Hold |
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|
2018
Q2 | $149K | Hold |
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|
2018
Q1 | $131K | Sell |
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|
2017
Q4 | $165K | Hold |
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|
2017
Q3 | $167K | Buy |
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|
2017
Q2 | $149K | Hold |
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|
2017
Q1 | $148K | Hold |
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|
2016
Q4 | $132K | Hold |
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|
2016
Q3 | $124K | Hold |
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|
2016
Q2 | $126K | Hold |
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|
2016
Q1 | $101K | Buy |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $19K | Sell |
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|
2015
Q2 | $19K | Buy |
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