SkyOak Wealth’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 | $469K | Hold |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $752K | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.21M | Hold |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.55M | Hold |
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|
2022
Q2 | $1.49M | Hold |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.94M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $887K | Hold |
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|
2020
Q4 | $780K | Sell |
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|
2020
Q3 | $675K | Hold |
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|
2020
Q2 | $613K | Buy |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $842K | Buy |
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