BFWA
Benchmark Financial Wealth Advisors’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
738
+3
| +0.4% | +$1.47K | 0.12% | 80 |
|
|
2025
Q1 | $314K | Sell |
735
-252
| -26% | -$108K | 0.12% | 78 |
|
|
2024
Q4 | $419K | Sell |
987
-90
| -8% | -$38.2K | 0.13% | 64 |
|
|
2024
Q3 | $506K | Hold |
1,077
| – | – | 0.17% | 55 |
|
|
2024
Q2 | $440K | Buy |
1,077
+5
| +0.5% | +$2.04K | 0.16% | 55 |
|
|
2024
Q1 | $467K | Hold |
1,072
| – | – | 0.18% | 51 |
|
|
2023
Q4 | $363K | Hold |
1,072
| – | – | 0.16% | 56 |
|
|
2023
Q3 | $317K | Hold |
1,072
| – | – | 0.15% | 49 |
|
|
2023
Q2 | $349K | Sell |
1,072
-118
| -10% | -$38.4K | 0.16% | 48 |
|
|
2023
Q1 | $322K | Hold |
1,190
| – | – | 0.17% | 47 |
|
|
2022
Q4 | $255K | Hold |
1,190
| – | – | 0.14% | 61 |
|
|
2022
Q3 | $220K | Buy |
1,190
+97
| +9% | +$17.9K | 0.13% | 63 |
|
|
2022
Q2 | $201K | Buy |
+1,093
| New | +$201K | 0.1% | 69 |
|
|
2022
Q1 | – | Sell |
-843
| Closed | -$218K | – | 85 |
|
|
2021
Q4 | $218K | Buy |
+843
| New | +$218K | 0.09% | 70 |
|