Chokshi & Queen Wealth Advisors’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$758K Sell
5,900
-880
-13% -$113K 0.43% 28
2025
Q1
$490K Buy
+6,780
New +$490K 0.3% 31