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