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 |
|