Carson Wealth (CWM LLC)’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Buy |
46,371
+16,161
| +53% | +$2.08M | 0.02% | 536 |
|
|
2025
Q1 | $2.18M | Buy |
30,210
+4,682
| +18% | +$338K | 0.01% | 798 |
|
|
2024
Q4 | $2.9M | Buy |
25,528
+6,637
| +35% | +$754K | 0.01% | 645 |
|
|
2024
Q3 | $1.88M | Buy |
18,891
+4,081
| +28% | +$406K | 0.01% | 732 |
|
|
2024
Q2 | $1.28M | Buy |
14,810
+4,443
| +43% | +$385K | 0.01% | 786 |
|
|
2024
Q1 | $847K | Buy |
10,367
+3,426
| +49% | +$280K | ﹤0.01% | 926 |
|
|
2023
Q4 | $333K | Buy |
6,941
+2,710
| +64% | +$130K | ﹤0.01% | 1213 |
|
|
2023
Q3 | $157K | Buy |
4,231
+2,010
| +90% | +$74.6K | ﹤0.01% | 1405 |
|
|
2023
Q2 | $55K | Buy |
2,221
+135
| +6% | +$3.34K | ﹤0.01% | 1911 |
|
|
2023
Q1 | $30K | Buy |
2,086
+646
| +45% | +$9.29K | ﹤0.01% | 2231 |
|
|
2022
Q4 | $20K | Buy |
1,440
+116
| +9% | +$1.61K | ﹤0.01% | 2386 |
|
|
2022
Q3 | $13K | Buy |
1,324
+154
| +13% | +$1.51K | ﹤0.01% | 2532 |
|
|
2022
Q2 | $10K | Buy |
1,170
+391
| +50% | +$3.34K | ﹤0.01% | 2604 |
|
|
2022
Q1 | $11K | Sell |
779
-2,340
| -75% | -$33K | ﹤0.01% | 2444 |
|
|
2021
Q4 | $78K | Buy |
+3,119
| New | +$78K | ﹤0.01% | 1398 |
|
|
2021
Q2 | $4K | Hold |
157
| – | – | ﹤0.01% | 2458 |
|
|
2021
Q1 | $4K | Hold |
157
| – | – | ﹤0.01% | 2458 |
|
|
2020
Q4 | $4K | Hold |
157
| – | – | ﹤0.01% | 2458 |
|
|
2020
Q3 | $4K | Hold |
157
| – | – | ﹤0.01% | 2458 |
|
|
2020
Q2 | $4K | Hold |
157
| – | – | ﹤0.01% | 2458 |
|
|
2020
Q1 | $4K | Hold |
157
| – | – | ﹤0.01% | 2458 |
|
|
2019
Q4 | $4K | Hold |
157
| – | – | ﹤0.01% | 2458 |
|
|
2019
Q3 | $4K | Hold |
157
| – | – | ﹤0.01% | 2458 |
|
|
2019
Q2 | $4K | Hold |
157
| – | – | ﹤0.01% | 2458 |
|
|
2019
Q1 | $4K | Buy |
+157
| New | +$4K | ﹤0.01% | 2458 |
|