CAPTRUST Financial Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $271K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $831K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | $21K | Buy |
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|
2021
Q3 | $12K | Sell |
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|
2021
Q2 | $13K | Sell |
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|
2021
Q1 | $77K | Buy |
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|
2020
Q4 | $75K | Buy |
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