D.A. Davidson & Co’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
6,249
+439
| +8% | +$56.4K | 0.01% | 875 |
|
|
2025
Q1 | $419K | Buy |
5,810
+1,026
| +21% | +$74.1K | ﹤0.01% | 1093 |
|
|
2024
Q4 | $544K | Buy |
4,784
+265
| +6% | +$30.1K | ﹤0.01% | 980 |
|
|
2024
Q3 | $450K | Sell |
4,519
-2,897
| -39% | -$288K | ﹤0.01% | 1053 |
|
|
2024
Q2 | $642K | Buy |
7,416
+2,126
| +40% | +$184K | 0.01% | 890 |
|
|
2024
Q1 | $432K | Buy |
+5,290
| New | +$432K | ﹤0.01% | 1038 |
|