Carson Wealth (CWM LLC)’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
581
+11
| +2% | +$5.4K | ﹤0.01% | 1898 |
|
|
2025
Q1 | $244K | Sell |
570
-19
| -3% | -$8.13K | ﹤0.01% | 1792 |
|
|
2024
Q4 | $250K | Sell |
589
-12
| -2% | -$5.09K | ﹤0.01% | 1699 |
|
|
2024
Q3 | $283K | Sell |
601
-2
| -0.3% | -$942 | ﹤0.01% | 1568 |
|
|
2024
Q2 | $246K | Buy |
603
+37
| +7% | +$15.1K | ﹤0.01% | 1479 |
|
|
2024
Q1 | $247K | Buy |
566
+36
| +7% | +$15.7K | ﹤0.01% | 1415 |
|
|
2023
Q4 | $179K | Buy |
530
+46
| +10% | +$15.5K | ﹤0.01% | 1466 |
|
|
2023
Q3 | $143K | Buy |
484
+122
| +34% | +$36K | ﹤0.01% | 1454 |
|
|
2023
Q2 | $118K | Sell |
362
-5
| -1% | -$1.63K | ﹤0.01% | 1488 |
|
|
2023
Q1 | $99K | Sell |
367
-108
| -23% | -$29.1K | ﹤0.01% | 1493 |
|
|
2022
Q4 | $102K | Buy |
475
+89
| +23% | +$19.1K | ﹤0.01% | 1372 |
|
|
2022
Q3 | $71K | Buy |
386
+168
| +77% | +$30.9K | ﹤0.01% | 1493 |
|
|
2022
Q2 | $40K | Buy |
218
+6
| +3% | +$1.1K | ﹤0.01% | 1729 |
|
|
2022
Q1 | $46K | Sell |
212
-52
| -20% | -$11.3K | ﹤0.01% | 1644 |
|
|
2021
Q4 | $68K | Buy |
+264
| New | +$68K | ﹤0.01% | 1453 |
|
|
2021
Q2 | $39K | Hold |
189
| – | – | ﹤0.01% | 1500 |
|
|
2021
Q1 | $39K | Hold |
189
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q4 | $39K | Hold |
189
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q3 | $39K | Hold |
189
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q2 | $39K | Hold |
189
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q1 | $39K | Hold |
189
| – | – | ﹤0.01% | 1500 |
|
|
2019
Q4 | $39K | Hold |
189
| – | – | ﹤0.01% | 1500 |
|
|
2019
Q3 | $39K | Hold |
189
| – | – | ﹤0.01% | 1500 |
|
|
2019
Q2 | $39K | Hold |
189
| – | – | ﹤0.01% | 1500 |
|
|
2019
Q1 | $39K | Buy |
189
+159
| +530% | +$32.8K | ﹤0.01% | 1500 |
|
|
2018
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 1667 |
|
|
2018
Q3 | $4K | Sell |
30
-5
| -14% | -$667 | ﹤0.01% | 1405 |
|
|
2018
Q2 | $5K | Buy |
35
+5
| +17% | +$714 | ﹤0.01% | 1202 |
|
|
2018
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 1059 |
|
|
2017
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 1219 |
|
|
2017
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 1219 |
|
|
2017
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 969 |
|
|
2017
Q1 | $2K | Sell |
30
-130
| -81% | -$8.67K | ﹤0.01% | 1001 |
|
|
2016
Q4 | $9K | Hold |
160
| – | – | ﹤0.01% | 749 |
|
|
2016
Q3 | $8K | Buy |
+160
| New | +$8K | ﹤0.01% | 745 |
|