BWP
Balboa Wealth Partners’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
30,982
+1,574
| +5% | +$202K | 0.8% | 24 |
|
|
2025
Q1 | $2.12M | Buy |
29,408
+12,001
| +69% | +$866K | 0.51% | 36 |
|
|
2024
Q4 | $1.98M | Buy |
17,407
+2,959
| +20% | +$336K | 0.45% | 40 |
|
|
2024
Q3 | $1.44M | Buy |
14,448
+4,415
| +44% | +$439K | 0.36% | 51 |
|
|
2024
Q2 | $869K | Buy |
+10,033
| New | +$869K | 0.23% | 81 |
|