SVB 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 | – | Sell |
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|
2025
Q1 | $53.1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $1.12M | Sell |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $3.05M | Buy |
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|
2017
Q1 | $1.64M | Sell |
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|
2016
Q4 | $1.56M | Sell |
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|
2016
Q3 | $1.56M | Sell |
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|
2016
Q2 | $1.89M | Sell |
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|
2016
Q1 | $2.14M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $340K | Sell |
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|
2015
Q1 | $493K | Sell |
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|
2014
Q4 | $671K | Buy |
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