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