Cornerstone Planning Group’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.3K Buy
67
+21
+46% +$2.91K ﹤0.01% 575
2025
Q1
$3.59K Buy
46
+16
+53% +$1.25K ﹤0.01% 822
2024
Q4
$3.08K Buy
30
+10
+50% +$1.03K ﹤0.01% 683
2024
Q3
$2.28K Buy
20
+15
+300% +$1.71K ﹤0.01% 738
2024
Q2
$339 Hold
5
﹤0.01% 1127
2024
Q1
$466 Hold
5
﹤0.01% 950
2023
Q4
$240 Hold
5
﹤0.01% 850
2023
Q3
$186 Sell
5
-94
-95% -$3.5K ﹤0.01% 1035
2023
Q2
$2.45K Buy
+99
New +$2.45K ﹤0.01% 1100
2022
Q4
$1.98K Buy
+142
New +$1.98K ﹤0.01% 1181