Bleakley Financial Group’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,601
| Closed | -$2.45M | – | 999 |
|
|
2024
Q4 | $2.45M | Buy |
21,601
+1,330
| +7% | +$151K | 0.07% | 221 |
|
|
2024
Q3 | $2.02M | Buy |
20,271
+834
| +4% | +$83K | 0.06% | 255 |
|
|
2024
Q2 | $1.68M | Buy |
19,437
+233
| +1% | +$20.2K | 0.05% | 303 |
|
|
2024
Q1 | $1.57M | Buy |
19,204
+14,210
| +285% | +$1.16M | 0.05% | 333 |
|
|
2023
Q4 | $240K | Buy |
+4,994
| New | +$240K | 0.01% | 802 |
|