Sowell Financial Services’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
Q3 | $606K | Buy |
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|
2025
Q2 | $209K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | $346K | Sell |
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|
2020
Q3 | $445K | Sell |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $798K | Buy |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $111K | Buy |
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