Great Valley Advisor Group’s Ferrari RACE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$660K Buy
1,344
+241
+22% +$118K 0.01% 533
2025
Q1
$472K Buy
1,103
+77
+8% +$33K 0.01% 599
2024
Q4
$435K Buy
1,026
+57
+6% +$24.2K 0.01% 604
2024
Q3
$456K Sell
969
-614
-39% -$289K 0.01% 584
2024
Q2
$647K Buy
1,583
+180
+13% +$73.5K 0.02% 471
2024
Q1
$612K Sell
1,403
-140
-9% -$61K 0.02% 451
2023
Q4
$522K Buy
1,543
+13
+0.8% +$4.4K 0.02% 448
2023
Q3
$452K Buy
+1,530
New +$452K 0.02% 462