Allworth Financial’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
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|
2025
Q1 | $54.4K | Buy |
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|
2024
Q4 | $79K | Sell |
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|
2024
Q3 | $63.5K | Buy |
|
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|
2024
Q2 | $45.9K | Buy |
|
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|
2024
Q1 | $36.5K | Buy |
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|
2023
Q4 | $19.6K | Buy |
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|
2023
Q3 | $4.09K | Buy |
|
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|
2023
Q2 | $1.39K | Sell |
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|
2023
Q1 | $1.53K | Buy |
|
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|
2022
Q4 | $1.34K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $577K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $820K | Buy |
|