BIM
Baldwin Investment Management’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
24,301
-14,130
| -37% | -$1.81M | 0.38% | 36 |
|
|
2025
Q1 | $2.77M | Buy |
38,431
+5,893
| +18% | +$425K | 0.33% | 39 |
|
|
2024
Q4 | $3.7M | Buy |
32,538
+13,029
| +67% | +$1.48M | 0.48% | 30 |
|
|
2024
Q3 | $1.94M | Buy |
19,509
+9,040
| +86% | +$899K | 0.24% | 61 |
|
|
2024
Q2 | $906K | Buy |
10,469
+600
| +6% | +$51.9K | 0.12% | 113 |
|
|
2024
Q1 | $806K | Buy |
+9,869
| New | +$806K | 0.11% | 121 |
|