Stonegate Investment Group’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 | $3.6M | Sell |
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|
2025
Q2 | $3.09M | Buy |
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|
2025
Q1 | $2.42M | Sell |
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|
2024
Q4 | $2.88M | Buy |
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|
2024
Q3 | $2.56M | Hold |
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|
2024
Q2 | $2.54M | Buy |
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|
2024
Q1 | $3.34M | Buy |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $2.17M | Hold |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $3.46M | Buy |
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