BPWM
Badgley Phelps Wealth Managers’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Buy |
1,663
+11
| +0.7% | +$5.4K | 0.02% | 191 |
|
|
2025
Q1 | $707K | Hold |
1,652
| – | – | 0.02% | 193 |
|
|
2024
Q4 | $702K | Sell |
1,652
-69
| -4% | -$29.3K | 0.02% | 197 |
|
|
2024
Q3 | $809K | Buy |
1,721
+297
| +21% | +$140K | 0.02% | 186 |
|
|
2024
Q2 | $582K | Buy |
1,424
+26
| +2% | +$10.6K | 0.01% | 192 |
|
|
2024
Q1 | $609K | Hold |
1,398
| – | – | 0.02% | 186 |
|
|
2023
Q4 | $473K | Sell |
1,398
-15
| -1% | -$5.08K | 0.01% | 193 |
|
|
2023
Q3 | $418K | Hold |
1,413
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $460K | Hold |
1,413
| – | – | 0.02% | 183 |
|
|
2023
Q1 | $383K | Sell |
1,413
-40
| -3% | -$10.8K | 0.01% | 165 |
|
|
2022
Q4 | $311K | Hold |
1,453
| – | – | 0.01% | 175 |
|
|
2022
Q3 | $269K | Sell |
1,453
-22
| -1% | -$4.07K | 0.01% | 169 |
|
|
2022
Q2 | $271K | Hold |
1,475
| – | – | 0.01% | 174 |
|
|
2022
Q1 | $322K | Hold |
1,475
| – | – | 0.01% | 175 |
|
|
2021
Q4 | $382K | Sell |
1,475
-158
| -10% | -$40.9K | 0.01% | 172 |
|
|
2021
Q3 | $341K | Buy |
+1,633
| New | +$341K | 0.01% | 173 |
|