OWP
Obermeyer Wealth Partners’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
581
+38
| +7% | +$18.6K | 0.01% | 225 |
|
|
2025
Q1 | $232K | Buy |
543
+42
| +8% | +$18K | 0.01% | 236 |
|
|
2024
Q4 | $213K | Buy |
501
+16
| +3% | +$6.8K | 0.01% | 244 |
|
|
2024
Q3 | $228K | Buy |
+485
| New | +$228K | 0.01% | 236 |
|
|
2024
Q2 | – | Sell |
-485
| Closed | -$211K | – | 260 |
|
|
2024
Q1 | $211K | Sell |
485
-350
| -42% | -$153K | 0.01% | 237 |
|
|
2023
Q4 | $283K | Hold |
835
| – | – | 0.02% | 179 |
|
|
2023
Q3 | $247K | Buy |
+835
| New | +$247K | 0.02% | 181 |
|