United Capital Financial 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 | $870K | Buy |
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|
2025
Q1 | $577K | Sell |
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|
2024
Q4 | $742K | Buy |
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|
2024
Q3 | $612K | Sell |
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|
2024
Q2 | $732K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $228K | Sell |
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|
2020
Q4 | $298K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q3 | $123K | Sell |
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|
2019
Q2 | $604K | Buy |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $226K | Buy |
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|
2018
Q3 | $237K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $324K | Buy |
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|
2017
Q3 | $314K | Sell |
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|
2017
Q2 | $420K | Buy |
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|
2017
Q1 | $357K | Buy |
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|
2016
Q4 | $279K | Sell |
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|
2016
Q3 | $369K | Sell |
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|
2016
Q2 | $454K | Buy |
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|
2016
Q1 | $350K | Sell |
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|
2015
Q4 | $379K | Buy |
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