Cahill Financial 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 | $416K | Hold |
3,242
| – | – | 0.05% | 191 |
|
|
2025
Q1 | $234K | Buy |
3,242
+90
| +3% | +$6.5K | 0.03% | 239 |
|
|
2024
Q4 | $358K | Hold |
3,152
| – | – | 0.05% | 194 |
|
|
2024
Q3 | $314K | Sell |
3,152
-972
| -24% | -$96.7K | 0.04% | 205 |
|
|
2024
Q2 | $357K | Hold |
4,124
| – | – | 0.05% | 196 |
|
|
2024
Q1 | $337K | Buy |
+4,124
| New | +$337K | 0.05% | 205 |
|
|
2023
Q4 | – | Sell |
-5,680
| Closed | -$211K | – | 249 |
|
|
2023
Q3 | $211K | Buy |
+5,680
| New | +$211K | 0.04% | 230 |
|