USA Financial Formulas’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $692K | Sell |
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|
2025
Q3 | $747K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $656K | Sell |
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|
2023
Q2 | $782K | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $299K | Sell |
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|
2018
Q3 | $563K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8.5M | Buy |
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|
2016
Q2 | $7.58M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $877K | Sell |
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|
2015
Q1 | $906K | Buy |
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