Summit Securities Group’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 | – | Sell |
-192
| Closed | -$6.95K | – | 1208 |
|
|
2025
Q1 | $6.95K | Buy |
+192
| New | +$6.95K | ﹤0.01% | 450 |
|
|
2023
Q4 | – | Sell |
-657
| Closed | -$23K | – | 659 |
|
|
2023
Q3 | $23K | Buy |
+657
| New | +$23K | ﹤0.01% | 206 |
|
|
2014
Q4 | – | Sell |
-643
| Closed | -$36K | – | 550 |
|
|
2014
Q3 | $36K | Buy |
+643
| New | +$36K | 0.01% | 394 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 538 |
|