Trek Financial’s Ulta Beauty ULTA Stock Holding History

Trek Financial’s Portfolio ULTA Stock Details ULTA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.7M	Buy
2024 Q4	–	Sell
2024 Q3	$9.33M	Buy
2023 Q3	–	Sell
2023 Q2	$634K	Buy
2022 Q1	–	Sell
2021 Q4	$747K	Buy