Mount Yale Investment Advisors’s Ferrari RACE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
2,611
-2,629
| -50% | -$1.29M | 0.1% | 174 |
|
|
2025
Q1 | $2.24M | Sell |
5,240
-289
| -5% | -$124K | 0.19% | 111 |
|
|
2024
Q4 | $2.35M | Sell |
5,529
-1,336
| -19% | -$568K | 0.19% | 106 |
|
|
2024
Q3 | $3.23M | Sell |
6,865
-837
| -11% | -$393K | 0.31% | 77 |
|
|
2024
Q2 | $3.15M | Sell |
7,702
-4,054
| -34% | -$1.66M | 0.25% | 81 |
|
|
2024
Q1 | $5.13M | Sell |
11,756
-682
| -5% | -$297K | 0.39% | 51 |
|
|
2023
Q4 | $4.21M | Sell |
12,438
-331
| -3% | -$112K | 0.4% | 55 |
|
|
2023
Q3 | $3.77M | Sell |
12,769
-266
| -2% | -$78.6K | 0.41% | 55 |
|
|
2023
Q2 | $4.24M | Sell |
13,035
-276
| -2% | -$89.8K | 0.45% | 47 |
|
|
2023
Q1 | $3.61M | Sell |
13,311
-783
| -6% | -$212K | 0.41% | 58 |
|
|
2022
Q4 | $3.02M | Buy |
14,094
+93
| +0.7% | +$19.9K | 0.34% | 75 |
|
|
2022
Q3 | $2.59M | Sell |
14,001
-107
| -0.8% | -$19.8K | 0.34% | 68 |
|
|
2022
Q2 | $2.59M | Sell |
14,108
-475
| -3% | -$87.2K | 0.33% | 70 |
|
|
2022
Q1 | $3.18M | Sell |
14,583
-244
| -2% | -$53.2K | 0.35% | 64 |
|
|
2021
Q4 | $3.84M | Sell |
14,827
-220
| -1% | -$56.9K | 0.4% | 57 |
|
|
2021
Q3 | $3.15M | Sell |
15,047
-467
| -3% | -$97.7K | 0.36% | 68 |
|
|
2021
Q2 | $3.2M | Sell |
15,514
-31
| -0.2% | -$6.39K | 0.39% | 61 |
|
|
2021
Q1 | $3.25M | Buy |
15,545
+5,754
| +59% | +$1.2M | 0.42% | 58 |
|
|
2020
Q4 | $2.25M | Buy |
9,791
+44
| +0.5% | +$10.1K | 0.32% | 81 |
|
|
2020
Q3 | $1.79M | Buy |
9,747
+247
| +3% | +$45.5K | 0.26% | 88 |
|
|
2020
Q2 | $1.63M | Buy |
9,500
+370
| +4% | +$63.3K | 0.29% | 83 |
|
|
2020
Q1 | $1.39M | Buy |
+9,130
| New | +$1.39M | 0.31% | 81 |
|
|
2018
Q3 | – | Sell |
-12,040
| Closed | -$1.63M | – | 986 |
|
|
2018
Q2 | $1.63M | Buy |
12,040
+150
| +1% | +$20.3K | 0.31% | 82 |
|
|
2018
Q1 | $1.43M | Buy |
+11,890
| New | +$1.43M | 0.31% | 82 |
|