Sequoia Financial Advisors’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 | $778K | Buy |
1,664
+387
| +30% | +$181K | 0.01% | 790 |
|
|
2025
Q1 | $468K | Sell |
1,277
-3,156
| -71% | -$1.16M | ﹤0.01% | 873 |
|
|
2024
Q4 | $1.93M | Buy |
4,433
+414
| +10% | +$180K | 0.02% | 410 |
|
|
2024
Q3 | $1.56M | Buy |
4,019
+732
| +22% | +$285K | 0.02% | 431 |
|
|
2024
Q2 | $1.27M | Buy |
3,287
+182
| +6% | +$70.2K | 0.02% | 425 |
|
|
2024
Q1 | $1.62M | Sell |
3,105
-588
| -16% | -$307K | 0.02% | 365 |
|
|
2023
Q4 | $1.81M | Buy |
+3,693
| New | +$1.81M | 0.02% | 375 |
|
|
2023
Q3 | – | Sell |
-463
| Closed | -$218K | – | 1003 |
|
|
2023
Q2 | $218K | Buy |
463
+15
| +3% | +$7.06K | ﹤0.01% | 832 |
|
|
2023
Q1 | $244K | Sell |
448
-162
| -27% | -$88.4K | 0.01% | 698 |
|
|
2022
Q4 | $286K | Buy |
+610
| New | +$286K | 0.01% | 603 |
|