Coldstream Capital Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Buy |
7,517
+586
| +8% | +$75.3K | 0.02% | 435 |
|
|
2025
Q1 | $500K | Buy |
6,931
+488
| +8% | +$35.2K | 0.01% | 594 |
|
|
2024
Q4 | $732K | Buy |
6,443
+1,309
| +25% | +$149K | 0.02% | 465 |
|
|
2024
Q3 | $528K | Buy |
5,134
+468
| +10% | +$48.2K | 0.01% | 592 |
|
|
2024
Q2 | $404K | Buy |
4,666
+652
| +16% | +$56.4K | 0.01% | 636 |
|
|
2024
Q1 | $328K | Buy |
+4,014
| New | +$328K | 0.01% | 731 |
|