Chicago Partners Investment Group’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$649K Buy
4,988
+806
+19% +$105K 0.02% 500
2025
Q1
$399K Sell
4,182
-255
-6% -$24.4K 0.01% 592
2024
Q4
$574K Buy
4,437
+800
+22% +$103K 0.02% 465
2024
Q3
$394K Buy
+3,637
New +$394K 0.01% 547