Atlas Capital Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,874
| Closed | -$213K | – | 1017 |
|
|
2024
Q4 | $213K | Hold |
1,874
| – | – | 0.03% | 377 |
|
|
2024
Q3 | $186K | Sell |
1,874
-300
| -14% | -$29.8K | 0.03% | 382 |
|
|
2024
Q2 | $188K | Sell |
2,174
-400
| -16% | -$34.6K | 0.02% | 394 |
|
|
2024
Q1 | $210K | Hold |
2,574
| – | – | 0.03% | 361 |
|
|
2023
Q4 | $124K | Hold |
2,574
| – | – | 0.02% | 461 |
|
|
2023
Q3 | $95.8K | Buy |
+2,574
| New | +$95.8K | 0.02% | 461 |
|