Brown, Lisle/Cummings’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
23,512
-325
| -1% | -$41.7K | 0.8% | 34 |
|
|
2025
Q1 | $1.72M | Buy |
23,837
+3,262
| +16% | +$236K | 0.5% | 50 |
|
|
2024
Q4 | $2.34M | Buy |
20,575
+1,225
| +6% | +$139K | 0.7% | 39 |
|
|
2024
Q3 | $1.93M | Buy |
19,350
+4,225
| +28% | +$420K | 0.59% | 45 |
|
|
2024
Q2 | $1.31M | Buy |
15,125
+4,800
| +46% | +$416K | 0.43% | 57 |
|
|
2024
Q1 | $843K | Buy |
+10,325
| New | +$843K | 0.29% | 84 |
|