Caldwell Investment Management’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.12M	Buy	+8,700	New	+$1.12M	0.97%	19
2025 Q1	–	Sell	-16,700	Closed	-$1.94M	–	39
2024 Q4	$1.94M	Buy	16,700 +6,700	+67%	+$777K	1.31%	15
2024 Q3	$984K	Sell	10,000 -5,000	-33%	-$492K	0.69%	28
2024 Q2	$1.3M	Buy	+15,000	New	+$1.3M	0.98%	24