Bell Investment Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400 | Hold |
11
| – | – | ﹤0.01% | 1803 |
|
|
2025
Q1 | $399 | Hold |
11
| – | – | ﹤0.01% | 1821 |
|
|
2024
Q4 | $463 | Hold |
11
| – | – | ﹤0.01% | 1798 |
|
|
2024
Q3 | $612 | Hold |
11
| – | – | ﹤0.01% | 1732 |
|
|
2024
Q2 | $453 | Hold |
11
| – | – | ﹤0.01% | 1847 |
|
|
2024
Q1 | $514 | Hold |
11
| – | – | ﹤0.01% | 1817 |
|
|
2023
Q4 | $527 | Hold |
11
| – | – | ﹤0.01% | 1815 |
|
|
2023
Q3 | $393 | Sell |
11
-38
| -78% | -$1.36K | ﹤0.01% | 1867 |
|
|
2023
Q2 | $2.26K | Buy |
49
+12
| +32% | +$554 | ﹤0.01% | 1235 |
|
|
2023
Q1 | $1.48K | Buy |
37
+24
| +185% | +$963 | ﹤0.01% | 1405 |
|
|
2022
Q4 | $602 | Buy |
13
+1
| +8% | +$46 | ﹤0.01% | 1726 |
|
|
2022
Q3 | $0 | Buy |
12
+2
| +20% | – | ﹤0.01% | 1914 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1561 |
|
|
2021
Q4 | $2K | Buy |
26
+14
| +117% | +$1.08K | ﹤0.01% | 1216 |
|
|
2021
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1532 |
|