Bard Financial Services’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Hold |
20,675
| – | – | 0.32% | 76 |
|
|
2025
Q1 | $1.49M | Hold |
20,675
| – | – | 0.18% | 96 |
|
|
2024
Q4 | $2.35M | Sell |
20,675
-500
| -2% | -$56.8K | 0.28% | 77 |
|
|
2024
Q3 | $2.11M | Sell |
21,175
-1,250
| -6% | -$124K | 0.25% | 83 |
|
|
2024
Q2 | $1.94M | Sell |
22,425
-250
| -1% | -$21.6K | 0.2% | 88 |
|
|
2024
Q1 | $1.85M | Buy |
22,675
+250
| +1% | +$20.4K | 0.2% | 96 |
|
|
2023
Q4 | $1.08M | Hold |
22,425
| – | – | 0.12% | 113 |
|
|
2023
Q3 | $834K | Sell |
22,425
-500
| -2% | -$18.6K | 0.1% | 121 |
|
|
2023
Q2 | $568K | Sell |
22,925
-1,250
| -5% | -$31K | 0.04% | 202 |
|
|
2023
Q1 | $346K | Sell |
24,175
-2,750
| -10% | -$39.4K | 0.03% | 246 |
|
|
2022
Q4 | $368K | Sell |
26,925
-2,750
| -9% | -$37.6K | 0.03% | 232 |
|
|
2022
Q3 | $288K | Sell |
29,675
-2,625
| -8% | -$25.5K | 0.03% | 239 |
|
|
2022
Q2 | $266K | Sell |
32,300
-3,750
| -10% | -$30.9K | 0.02% | 243 |
|
|
2022
Q1 | $505K | Buy |
36,050
+5,000
| +16% | +$70K | 0.04% | 191 |
|
|
2021
Q4 | $775K | Sell |
31,050
-2,750
| -8% | -$68.6K | 0.06% | 166 |
|
|
2021
Q3 | $814K | Buy |
33,800
+1,800
| +6% | +$43.3K | 0.07% | 156 |
|
|
2021
Q2 | $874K | Buy |
32,000
+9,750
| +44% | +$266K | 0.08% | 154 |
|
|
2021
Q1 | $445K | Buy |
22,250
+11,175
| +101% | +$224K | 0.04% | 184 |
|
|
2020
Q4 | $207K | Buy |
+11,075
| New | +$207K | 0.02% | 247 |
|