Summit Trail 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 | $1.9M | Buy |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $311K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9K | Buy |
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