Circle Wealth Management’s Ferrari RACE Stock Holding History

Circle Wealth Management’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$282K	Hold
2025 Q1	$246K	Hold
2024 Q4	$244K	Hold
2024 Q3	$270K	Hold
2024 Q2	$234K	Hold
2024 Q1	$250K	Buy
2021 Q1	–	Sell
2020 Q4	$242K	Buy