Corient Private Wealth’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.99M | Buy |
61,243
+28,089
| +85% | +$3.66M | 0.01% | 621 |
|
2025
Q1 | $2.39M | Buy |
33,154
+4,282
| +15% | +$309K | ﹤0.01% | 911 |
|
2024
Q4 | $3.28M | Buy |
28,872
+14,042
| +95% | +$1.6M | 0.01% | 826 |
|
2024
Q3 | $1.48M | Sell |
14,830
-3,294
| -18% | -$328K | ﹤0.01% | 1212 |
|
2024
Q2 | $1.57M | Buy |
18,124
+1,256
| +7% | +$109K | ﹤0.01% | 1137 |
|
2024
Q1 | $1.38M | Buy |
16,868
+3,672
| +28% | +$300K | ﹤0.01% | 1195 |
|
2023
Q4 | $634K | Sell |
13,196
-1,185
| -8% | -$56.9K | ﹤0.01% | 1483 |
|
2023
Q3 | $535K | Sell |
14,381
-1,611
| -10% | -$59.9K | ﹤0.01% | 1457 |
|
2023
Q2 | $396K | Sell |
15,992
-62
| -0.4% | -$1.54K | ﹤0.01% | 1564 |
|
2023
Q1 | $230K | Buy |
16,054
+91
| +0.6% | +$1.3K | ﹤0.01% | 1724 |
|
2022
Q4 | $218K | Buy |
+15,963
| New | +$218K | ﹤0.01% | 1456 |
|