Sheets Smith Wealth Management’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 | $8.93M | Hold |
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|
2025
Q1 | $7M | Sell |
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|
2024
Q4 | $8.39M | Sell |
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|
2024
Q3 | $7.8M | Sell |
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|
2024
Q2 | $7.74M | Sell |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $9.84M | Buy |
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|
2023
Q3 | $7.52M | Buy |
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|
2023
Q2 | $8.6M | Sell |
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|
2023
Q1 | $10.1M | Hold |
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|
2022
Q4 | $8.64M | Hold |
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|
2022
Q3 | $7.39M | Hold |
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|
2022
Q2 | $7.1M | Hold |
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|
2022
Q1 | $7.34M | Buy |
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|
2021
Q4 | $5.62M | Hold |
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|
2021
Q3 | $4.92M | Sell |
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|
2021
Q2 | $4.82M | Hold |
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|
2021
Q1 | $4.31M | Hold |
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|
2020
Q4 | $4M | Buy |
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|
2020
Q3 | $3.01M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $301K | Sell |
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|
2017
Q1 | $605K | Sell |
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|
2016
Q4 | $549K | Buy |
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