Valeo Financial 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 | $532K | Buy |
1,086
+23
| +2% | +$11.3K | 0.01% | 436 |
|
|
2025
Q1 | $454K | Buy |
1,063
+42
| +4% | +$17.9K | 0.01% | 434 |
|
|
2024
Q4 | $434K | Sell |
1,021
-77
| -7% | -$32.7K | 0.01% | 437 |
|
|
2024
Q3 | $516K | Buy |
1,098
+137
| +14% | +$64.4K | 0.01% | 398 |
|
|
2024
Q2 | $392K | Buy |
961
+14
| +1% | +$5.72K | 0.01% | 453 |
|
|
2024
Q1 | $398K | Sell |
947
-123
| -11% | -$51.7K | 0.01% | 434 |
|
|
2023
Q4 | $362K | Buy |
1,070
+13
| +1% | +$4.4K | 0.01% | 435 |
|
|
2023
Q3 | $312K | Buy |
1,057
+13
| +1% | +$3.84K | 0.01% | 452 |
|
|
2023
Q2 | $339K | Buy |
+1,044
| New | +$339K | 0.02% | 403 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$10K | – | 1412 |
|
|
2021
Q1 | $10K | Sell |
50
-100
| -67% | -$20K | ﹤0.01% | 1281 |
|
|
2020
Q4 | $34K | Sell |
150
-13
| -8% | -$2.95K | ﹤0.01% | 883 |
|
|
2020
Q3 | $30K | Sell |
163
-167
| -51% | -$30.7K | ﹤0.01% | 790 |
|
|
2020
Q2 | $56K | Buy |
330
+167
| +102% | +$28.3K | 0.01% | 648 |
|
|
2020
Q1 | $26K | Buy |
163
+13
| +9% | +$2.07K | ﹤0.01% | 785 |
|
|
2019
Q4 | $25K | Hold |
150
| – | – | ﹤0.01% | 852 |
|
|
2019
Q3 | $23K | Hold |
150
| – | – | ﹤0.01% | 803 |
|
|
2019
Q2 | $24K | Hold |
150
| – | – | ﹤0.01% | 793 |
|
|
2019
Q1 | $20K | Hold |
150
| – | – | ﹤0.01% | 784 |
|
|
2018
Q4 | $15K | Sell |
150
-9
| -6% | -$900 | ﹤0.01% | 782 |
|
|
2018
Q3 | $19K | Hold |
159
| – | – | ﹤0.01% | 784 |
|
|
2018
Q2 | $19K | Sell |
159
-41
| -21% | -$4.9K | ﹤0.01% | 781 |
|
|
2018
Q1 | $24K | Buy |
200
+100
| +100% | +$12K | ﹤0.01% | 661 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 838 |
|
|
2017
Q3 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 676 |
|