Creative Planning’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
Q2
$454K Buy
2025
Q1
Sell
2024
Q4
$883 Buy
2017
Q3
Sell
2017
Q2
$40K Hold
2017
Q1
$43K Buy
2016
Q4
Sell
2016
Q3
$284K Sell
2016
Q2
$205K Buy
2016
Q1
$2K Sell
2015
Q4
$11K Hold
2015
Q3
$10K Buy
2015
Q2
Sell
2015
Q1
$8K Buy