Schechter 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
Q1 | $259K | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $647K | Buy |
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|
2024
Q1 | $815K | Buy |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $602K | Buy |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $614K | Sell |
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|
2022
Q4 | $552K | Sell |
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|
2022
Q3 | $495K | Sell |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $435K | Buy |
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