Chesley Taft & Associates’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
9,262
+485
| +6% | +$62.3K | 0.05% | 191 |
|
|
2025
Q1 | $634K | Sell |
8,777
-1,668
| -16% | -$120K | 0.03% | 239 |
|
|
2024
Q4 | $1.19M | Sell |
10,445
-430
| -4% | -$48.9K | 0.06% | 186 |
|
|
2024
Q3 | $1.08M | Sell |
10,875
-309
| -3% | -$30.7K | 0.05% | 188 |
|
|
2024
Q2 | $968K | Sell |
11,184
-670
| -6% | -$58K | 0.05% | 191 |
|
|
2024
Q1 | $968K | Sell |
11,854
-330
| -3% | -$27K | 0.05% | 190 |
|
|
2023
Q4 | $585K | Buy |
12,184
+5,264
| +76% | +$253K | 0.03% | 224 |
|
|
2023
Q3 | $257K | Buy |
+6,920
| New | +$257K | 0.02% | 274 |
|