Williams Jones Wealth Management’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
Q3 | $421K | Sell |
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|
2025
Q2 | $363K | Hold |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $537K | Sell |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $835K | Sell |
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|
2023
Q4 | $789K | Buy |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $781K | Sell |
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|
2023
Q1 | $912K | Buy |
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|
2022
Q4 | $767K | Buy |
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|
2022
Q3 | $630K | Sell |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $929K | Sell |
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|
2021
Q4 | $970K | Sell |
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|
2021
Q3 | $864K | Sell |
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|
2021
Q2 | $833K | Sell |
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|
2021
Q1 | $753K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $319K | Sell |
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|
2019
Q3 | $323K | Buy |
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