Marshall Financial Group (Maryland)’s Ferrari RACE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,581	Closed	-$1.25M	–	305
2025 Q3	$1.25M	Buy	2,581 +90	+4%	+$43.1K	0.24%	98
2025 Q2	$1.21M	Sell	2,491 -311	-11%	-$144K	0.24%	95
2025 Q1	$1.2M	Buy	2,802 +106	+4%	+$47.7K	0.26%	88
2024 Q4	$1.15M	Sell	2,696 -36	-1%	-$16.2K	0.28%	92
2024 Q3	$1.28M	Buy	2,732 +30	+1%	+$13.5K	0.31%	79
2024 Q2	$1.1M	Buy	2,702 +72	+3%	+$29.9K	0.31%	84
2024 Q1	$1.15M	Buy	2,630 +173	+7%	+$67K	0.33%	78
2023 Q4	$832K	Buy	2,457 +135	+6%	+$45.1K	0.27%	105
2023 Q3	$686K	Buy	2,322 +52	+2%	+$16.1K	0.25%	108
2023 Q2	$738K	Buy	2,270 +94	+4%	+$27.4K	0.25%	107
2023 Q1	$590K	Buy	+2,176	New	+$556K	0.21%	125