Bell Investment Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.8K | Buy |
497
+32
| +7% | +$4.11K | 0.01% | 212 |
|
|
2025
Q1 | $33.6K | Buy |
465
+12
| +3% | +$866 | 0.01% | 279 |
|
|
2024
Q4 | $51.5K | Buy |
453
+6
| +1% | +$682 | 0.01% | 219 |
|
|
2024
Q3 | $44.5K | Buy |
447
+3
| +0.7% | +$298 | 0.01% | 237 |
|
|
2024
Q2 | $38.4K | Buy |
444
+7
| +2% | +$606 | 0.01% | 257 |
|
|
2024
Q1 | $35.7K | Buy |
437
+10
| +2% | +$817 | 0.01% | 261 |
|
|
2023
Q4 | $20.5K | Sell |
427
-9
| -2% | -$432 | ﹤0.01% | 348 |
|
|
2023
Q3 | $16.2K | Sell |
436
-37
| -8% | -$1.38K | ﹤0.01% | 366 |
|
|
2023
Q2 | $11.7K | Sell |
473
-16
| -3% | -$396 | ﹤0.01% | 457 |
|
|
2023
Q1 | $7K | Sell |
489
-52
| -10% | -$744 | ﹤0.01% | 622 |
|
|
2022
Q4 | $7.39K | Hold |
541
| – | – | ﹤0.01% | 616 |
|
|
2022
Q3 | $5K | Buy |
541
+449
| +488% | +$4.15K | ﹤0.01% | 723 |
|
|
2022
Q2 | $1K | Buy |
+92
| New | +$1K | ﹤0.01% | 1650 |
|
|
2021
Q4 | $1K | Buy |
43
+22
| +105% | +$512 | ﹤0.01% | 1656 |
|
|
2021
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1608 |
|