Steward Partners Investment Advisory’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 | $62.2K | Hold |
1,710
| – | – | ﹤0.01% | 2368 |
|
|
2025
Q1 | $61.9K | Hold |
1,710
| – | – | ﹤0.01% | 2268 |
|
|
2024
Q4 | $71.9K | Buy |
1,710
+35
| +2% | +$1.47K | ﹤0.01% | 2150 |
|
|
2024
Q3 | $93K | Buy |
1,675
+125
| +8% | +$6.94K | ﹤0.01% | 1913 |
|
|
2024
Q2 | $63.7K | Hold |
1,550
| – | – | ﹤0.01% | 1985 |
|
|
2024
Q1 | $72.4K | Buy |
+1,550
| New | +$72.4K | ﹤0.01% | 1921 |
|
|
2021
Q3 | – | Sell |
-7
| Closed | -$1K | – | 3295 |
|
|
2021
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 6984 |
|