Crestwood Advisors Group’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 | $3.66M | Sell |
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|
2025
Q1 | $3.65M | Sell |
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|
2024
Q4 | $4.28M | Buy |
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|
2024
Q3 | $5.57M | Hold |
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|
2024
Q2 | $4.12M | Buy |
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|
2024
Q1 | $4.68M | Hold |
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|
2023
Q4 | $4.79M | Hold |
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|
2023
Q3 | $3.57M | Buy |
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|
2023
Q2 | $1.38M | Hold |
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|
2023
Q1 | $1.2M | Hold |
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|
2022
Q4 | $1.39M | Hold |
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|
2022
Q3 | $1.24M | Hold |
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|
2022
Q2 | $1.78M | Hold |
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|
2022
Q1 | $2.17M | Hold |
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|
2021
Q4 | $2.52M | Hold |
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|
2021
Q3 | $2.7M | Hold |
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|
2021
Q2 | $2.85M | Hold |
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|
2021
Q1 | $3.4M | Sell |
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|
2020
Q4 | $4.29M | Hold |
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|
2020
Q3 | $2.55M | Sell |
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|
2020
Q2 | $2.51M | Sell |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $2.08M | Hold |
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|
2019
Q1 | $2.27M | Hold |
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|
2018
Q4 | $1.42M | Sell |
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|
2018
Q3 | $2.54M | Hold |
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|
2018
Q2 | $2.54M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $984K | Hold |
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|
2017
Q3 | $1.13M | Hold |
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|
2017
Q2 | $1.42M | Hold |
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|
2017
Q1 | $1.29M | Buy |
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