Simon Quick 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
Q2
Sell
2025
Q1
$277K Buy
2024
Q4
$203K Buy
2022
Q2
Sell
2022
Q1
$62K Buy
2021
Q4
$64K Sell
2021
Q3
$77K Buy
2021
Q2
$53K Hold
2021
Q1
$47K Hold
2020
Q4
$45K Buy
2020
Q1
Sell
2019
Q4
$3K Buy
2019
Q3
$2K Buy