Callan Family Office’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.05M Buy
23,729
+11,199
+89% +$1.44M 0.1% 219
2025
Q1
$905K Buy
12,530
+303
+2% +$21.9K 0.07% 232
2024
Q4
$1.39M Sell
12,227
-2,762
-18% -$314K 0.09% 193
2024
Q3
$1.49M Buy
14,989
+137
+0.9% +$13.6K 0.25% 47
2024
Q2
$1.29M Buy
+14,852
New +$1.29M 0.25% 47