Rothschild Investment LLC’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 | $843K | Sell |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $924K | Buy |
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|
2024
Q3 | $818K | Sell |
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|
2024
Q2 | $817K | Buy |
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|
2024
Q1 | $799K | Sell |
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|
2023
Q4 | $750K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $814K | Sell |
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|
2021
Q4 | $884K | Sell |
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|
2021
Q3 | $935K | Sell |
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|
2021
Q2 | $972K | Buy |
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|
2021
Q1 | $852K | Buy |
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|
2020
Q4 | $737K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $256K | Buy |
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