Zuckerman Investment Group’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 | $57.5M | Sell |
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|
2025
Q2 | $51.9M | Buy |
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|
2025
Q1 | $40M | Sell |
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|
2024
Q4 | $45M | Buy |
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|
2024
Q3 | $38.7M | Buy |
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|
2024
Q2 | $37.9M | Buy |
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|
2024
Q1 | $38.3M | Buy |
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|
2023
Q4 | $34.9M | Sell |
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|
2023
Q3 | $29.3M | Sell |
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|
2023
Q2 | $34.9M | Buy |
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|
2023
Q1 | $35.1M | Sell |
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|
2022
Q4 | $30.3M | Sell |
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|
2022
Q3 | $26.2M | Sell |
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|
2022
Q2 | $25.8M | Buy |
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|
2022
Q1 | $25.7M | Sell |
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|
2021
Q4 | $26.8M | Sell |
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|
2021
Q3 | $23.5M | Sell |
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|
2021
Q2 | $22.7M | Sell |
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|
2021
Q1 | $20.5M | Buy |
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|
2020
Q4 | $19M | Sell |
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|
2020
Q3 | $15.1M | Sell |
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|
2020
Q2 | $14.5M | Buy |
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|
2020
Q1 | $12.2M | Buy |
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|
2019
Q4 | $8.61M | Buy |
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