Congress Asset 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 | $1.11M | Sell |
8,674
-48
| -0.6% | -$6.16K | 0.01% | 313 |
|
|
2025
Q1 | $630K | Sell |
8,722
-278
| -3% | -$20.1K | ﹤0.01% | 323 |
|
|
2024
Q4 | $1.02M | Hold |
9,000
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $895K | Hold |
9,000
| – | – | 0.01% | 306 |
|
|
2024
Q2 | $779K | Hold |
9,000
| – | – | 0.01% | 308 |
|
|
2024
Q1 | $735K | Hold |
9,000
| – | – | 0.01% | 310 |
|
|
2023
Q4 | $432K | Hold |
9,000
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $335K | Buy |
+9,000
| New | +$335K | ﹤0.01% | 353 |
|