Chase Investment Counsel’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01M | Buy |
62,415
+8,175
| +15% | +$1.05M | 2.56% | 8 |
|
|
2025
Q1 | $3.92M | Sell |
54,240
-9,842
| -15% | -$711K | 1.43% | 27 |
|
|
2024
Q4 | $7.28M | Buy |
64,082
+1,793
| +3% | +$204K | 2.34% | 7 |
|
|
2024
Q3 | $6.2M | Sell |
62,289
-16,864
| -21% | -$1.68M | 2.06% | 11 |
|
|
2024
Q2 | $6.85M | Buy |
79,153
+2,011
| +3% | +$174K | 2.43% | 7 |
|
|
2024
Q1 | $6.3M | Buy |
77,142
+216
| +0.3% | +$17.6K | 2.35% | 6 |
|
|
2023
Q4 | $3.69M | Sell |
76,926
-1,567
| -2% | -$75.2K | 1.63% | 18 |
|
|
2023
Q3 | $2.92M | Buy |
78,493
+1,287
| +2% | +$47.9K | 1.46% | 25 |
|
|
2023
Q2 | $1.91M | Buy |
+77,206
| New | +$1.91M | 0.96% | 47 |
|