Broadleaf Partners’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.06M | Sell |
70,531
-417
| -0.6% | -$53.5K | 1.99% | 20 |
|
2025
Q1 | $5.12M | Sell |
70,948
-1,375
| -2% | -$99.3K | 1.34% | 26 |
|
2024
Q4 | $8.22M | Sell |
72,323
-911
| -1% | -$103K | 1.92% | 20 |
|
2024
Q3 | $7.29M | Sell |
73,234
-479
| -0.6% | -$47.7K | 1.72% | 24 |
|
2024
Q2 | $6.38M | Sell |
73,713
-842
| -1% | -$72.9K | 1.54% | 26 |
|
2024
Q1 | $6.09M | Sell |
74,555
-47,206
| -39% | -$3.86M | 1.56% | 29 |
|
2023
Q4 | $5.85M | Buy |
+121,761
| New | +$5.85M | 1.71% | 26 |
|