Cerity Partners’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
88,559
+19,889
| +29% | +$2.55M | 0.02% | 491 |
|
|
2025
Q1 | $4.96M | Buy |
68,670
+20,048
| +41% | +$1.45M | 0.01% | 733 |
|
|
2024
Q4 | $5.44M | Buy |
48,622
+3,893
| +9% | +$436K | 0.01% | 677 |
|
|
2024
Q3 | $4.45M | Buy |
44,729
+9,086
| +25% | +$904K | 0.01% | 739 |
|
|
2024
Q2 | $3.09M | Buy |
35,643
+6,110
| +21% | +$529K | 0.01% | 748 |
|
|
2024
Q1 | $2.41M | Buy |
29,533
+18,621
| +171% | +$1.52M | 0.01% | 893 |
|
|
2023
Q4 | $524K | Buy |
+10,912
| New | +$524K | ﹤0.01% | 1246 |
|
|
2022
Q4 | – | Sell |
-143,854
| Closed | -$1.4M | – | 1529 |
|
|
2022
Q3 | $1.4M | Sell |
143,854
-6,196
| -4% | -$60.2K | 0.02% | 438 |
|
|
2022
Q2 | $1.23M | Sell |
150,050
-207,854
| -58% | -$1.71M | 0.01% | 507 |
|
|
2022
Q1 | $5.01M | Sell |
357,904
-4,301
| -1% | -$60.2K | 0.08% | 193 |
|
|
2021
Q4 | $9.05M | Buy |
362,205
+18,585
| +5% | +$464K | 0.14% | 137 |
|
|
2021
Q3 | $8.28M | Buy |
343,620
+8,055
| +2% | +$194K | 0.18% | 116 |
|
|
2021
Q2 | $9.16M | Sell |
335,565
-10,680
| -3% | -$292K | 0.2% | 102 |
|
|
2021
Q1 | $6.93M | Buy |
+346,245
| New | +$6.93M | 0.16% | 126 |
|