Atria Wealth Solutions’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.31M | Sell |
17,973
-9,880
| -35% | -$1.27M | 0.05% | 382 |
|
2025
Q1 | $2.01M | Sell |
27,853
-1,905
| -6% | -$138K | 0.02% | 624 |
|
2024
Q4 | $3.38M | Sell |
29,758
-9,235
| -24% | -$1.05M | 0.04% | 468 |
|
2024
Q3 | $3.88M | Buy |
38,993
+14,962
| +62% | +$1.49M | 0.04% | 408 |
|
2024
Q2 | $2.08M | Sell |
24,031
-3,111
| -11% | -$269K | 0.02% | 611 |
|
2024
Q1 | $2.22M | Buy |
27,142
+9,085
| +50% | +$742K | 0.03% | 595 |
|
2023
Q4 | $867K | Buy |
+18,057
| New | +$867K | 0.01% | 922 |
|