Carolinas Wealth Consulting’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,750
| Closed | -$126K | – | 936 |
|
|
2025
Q1 | $126K | Sell |
1,750
-251
| -13% | -$18.1K | 0.03% | 215 |
|
|
2024
Q4 | $227K | Sell |
2,001
-350
| -15% | -$39.7K | 0.04% | 172 |
|
|
2024
Q3 | $234K | Buy |
2,351
+900
| +62% | +$89.5K | 0.04% | 169 |
|
|
2024
Q2 | $126K | Buy |
1,451
+1
| +0.1% | +$87 | 0.02% | 226 |
|
|
2024
Q1 | $118K | Buy |
1,450
+1,150
| +383% | +$93.9K | 0.02% | 234 |
|
|
2023
Q4 | $14.4K | Buy |
+300
| New | +$14.4K | ﹤0.01% | 493 |
|