SWM
Sculati Wealth Management’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
5,421
-170
| -3% | -$83.4K | 1% | 36 |
|
|
2025
Q1 | $2.39M | Sell |
5,591
-287
| -5% | -$123K | 0.97% | 31 |
|
|
2024
Q4 | $2.5M | Sell |
5,878
-33
| -0.6% | -$14K | 0.99% | 30 |
|
|
2024
Q3 | $2.78M | Buy |
5,911
+2
| +0% | +$940 | 1.11% | 26 |
|
|
2024
Q2 | $2.41M | Sell |
5,909
-120
| -2% | -$49K | 1.03% | 30 |
|
|
2024
Q1 | $2.63M | Buy |
6,029
+131
| +2% | +$57.1K | 1.13% | 30 |
|
|
2023
Q4 | $2M | Buy |
5,898
+142
| +2% | +$48.1K | 0.93% | 37 |
|
|
2023
Q3 | $1.7M | Buy |
5,756
+746
| +15% | +$220K | 0.87% | 38 |
|
|
2023
Q2 | $1.63M | Buy |
5,010
+623
| +14% | +$203K | 0.82% | 43 |
|
|
2023
Q1 | $1.19M | Buy |
4,387
+785
| +22% | +$213K | 0.63% | 53 |
|
|
2022
Q4 | $772K | Hold |
3,602
| – | – | 0.43% | 68 |
|
|
2022
Q3 | $666K | Hold |
3,602
| – | – | 0.39% | 73 |
|
|
2022
Q2 | $661K | Hold |
3,602
| – | – | 0.38% | 76 |
|
|
2022
Q1 | $786K | Hold |
3,602
| – | – | 0.38% | 72 |
|
|
2021
Q4 | $932K | Buy |
3,602
+40
| +1% | +$10.4K | 0.45% | 69 |
|
|
2021
Q3 | $745K | Buy |
3,562
+80
| +2% | +$16.7K | 0.39% | 74 |
|
|
2021
Q2 | $717K | Buy |
3,482
+343
| +11% | +$70.6K | 0.38% | 74 |
|
|
2021
Q1 | $657K | Buy |
+3,139
| New | +$657K | 0.38% | 78 |
|