WAS
WESPAC Advisors SoCal’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
4,635
-38
| -0.8% | -$18.6K | 0.51% | 53 |
|
|
2025
Q1 | $2M | Buy |
4,673
+1,081
| +30% | +$463K | 0.52% | 47 |
|
|
2024
Q4 | $1.53M | Buy |
3,592
+149
| +4% | +$63.3K | 0.35% | 59 |
|
|
2024
Q3 | $1.62M | Buy |
3,443
+182
| +6% | +$85.6K | 0.37% | 56 |
|
|
2024
Q2 | $1.33M | Buy |
3,261
+257
| +9% | +$105K | 0.33% | 52 |
|
|
2024
Q1 | $1.31M | Buy |
3,004
+1,029
| +52% | +$449K | 0.34% | 50 |
|
|
2023
Q4 | $668K | Buy |
+1,975
| New | +$668K | 0.19% | 64 |
|