Forum Financial Management’s Ferrari RACE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,535	Closed	-$567K	–	830
2025 Q4	$567K	Sell	1,535 -12	-0.8%	-$4.8K	0.01%	420
2025 Q3	$751K	Buy	1,547 +13	+0.8%	+$6.23K	0.01%	309
2025 Q2	$753K	Buy	1,534 +129	+9%	+$59.9K	0.01%	280
2025 Q1	$601K	Hold	1,405	–	–	0.01%	307
2024 Q4	$597K	Hold	1,405	–	–	0.01%	320
2024 Q3	$661K	Hold	1,405	–	–	0.01%	256
2024 Q2	$574K	Hold	1,405	–	–	0.01%	272
2024 Q1	$612K	Sell	1,405 -117	-8%	-$45.3K	0.01%	271
2023 Q4	$515K	Hold	1,522	–	–	0.01%	282
2023 Q3	$450K	Hold	1,522	–	–	0.01%	309
2023 Q2	$495K	Hold	1,522	–	–	0.01%	296
2023 Q1	$412K	Sell	1,522 -1	-0.1%	-$255	0.01%	308
2022 Q4	$326K	Buy	1,523 +1	+0.1%	+$206	0.01%	363
2022 Q3	$282K	Hold	1,522	–	–	0.01%	367
2022 Q2	$279K	Hold	1,522	–	–	0.01%	379
2022 Q1	$331K	Hold	1,522	–	–	0.02%	351
2021 Q4	$394K	Buy	+1,522	New	+$375K	0.02%	312