Security National Bank’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
255
| – | – | 0.02% | 155 |
|
|
2025
Q1 | $93.5K | Hold |
255
| – | – | 0.02% | 165 |
|
|
2024
Q4 | $111K | Hold |
255
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $99.2K | Hold |
255
| – | – | 0.01% | 152 |
|
|
2024
Q2 | $98.4K | Buy |
255
+5
| +2% | +$1.93K | 0.01% | 148 |
|
|
2024
Q1 | $131K | Hold |
250
| – | – | 0.02% | 125 |
|
|
2023
Q4 | $122K | Buy |
+250
| New | +$122K | 0.03% | 130 |
|