1858 Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
26,731
+607
| +2% | +$77.9K | 2.53% | 10 |
|
|
2025
Q1 | $1.89M | Buy |
26,124
+6,563
| +34% | +$474K | 1.6% | 19 |
|
|
2024
Q4 | $2.22M | Sell |
19,561
-86
| -0.4% | -$9.77K | 1.76% | 15 |
|
|
2024
Q3 | $1.95M | Sell |
19,647
-1,228
| -6% | -$122K | 1.61% | 18 |
|
|
2024
Q2 | $1.81M | Buy |
20,875
+4,364
| +26% | +$378K | 1.5% | 20 |
|
|
2024
Q1 | $793K | Hold |
16,511
| – | – | 0.75% | 40 |
|
|
2023
Q4 | $793K | Buy |
+16,511
| New | +$793K | 0.75% | 40 |
|