GeoWealth Management’s Ferrari RACE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
572
-22
-4% -$10.8K 0.01% 561
2025
Q1
$254K Sell
594
-147
-20% -$62.9K 0.01% 592
2024
Q4
$315K Sell
741
-70
-9% -$29.7K 0.01% 610
2024
Q3
$381K Sell
811
-94
-10% -$44.2K 0.01% 530
2024
Q2
$370K Buy
905
+1
+0.1% +$408 0.02% 516
2024
Q1
$394K Buy
+904
New +$394K 0.02% 497