Taylor Wealth Management Partners’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.91M | Sell |
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|
2020
Q1 | $1.85M | Sell |
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|
2019
Q4 | $3.35M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $18K | Hold |
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|
2018
Q3 | $21K | Sell |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $2.55M | Sell |
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|
2017
Q3 | $6.87M | Sell |
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|
2017
Q2 | $10.2M | Sell |
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|
2017
Q1 | $10.3M | Sell |
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|
2016
Q4 | $9.49M | Sell |
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|
2016
Q3 | $9.04M | Sell |
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|
2016
Q2 | $16M | Sell |
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|
2016
Q1 | $13.3M | Sell |
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|
2015
Q4 | $12.9M | Buy |
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|
2015
Q3 | $8.82M | Buy |
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|
2015
Q2 | $6.37M | Buy |
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