Bard Financial Services’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.06M Sell
2025
Q2
$2.65M Hold
2025
Q1
$1.49M Hold
2024
Q4
$2.35M Sell
2024
Q3
$2.11M Sell
2024
Q2
$1.94M Sell
2024
Q1
$1.85M Buy
2023
Q4
$1.08M Hold
2023
Q3
$834K Sell
2023
Q2
$568K Sell
2023
Q1
$346K Sell
2022
Q4
$368K Sell
2022
Q3
$288K Sell
2022
Q2
$266K Sell
2022
Q1
$505K Buy
2021
Q4
$775K Sell
2021
Q3
$814K Buy
2021
Q2
$874K Buy
2021
Q1
$445K Buy
2020
Q4
$207K Buy