Dakota Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Sell |
4,859
-35,220
| -88% | -$4.52M | 0.01% | 475 |
|
|
2025
Q1 | $2.89M | Buy |
40,079
+8,048
| +25% | +$581K | 0.07% | 215 |
|
|
2024
Q4 | $3.64M | Sell |
32,031
-9,161
| -22% | -$1.04M | 0.08% | 186 |
|
|
2024
Q3 | $4.1M | Sell |
41,192
-31,332
| -43% | -$3.12M | 0.09% | 190 |
|
|
2024
Q2 | $6.28M | Buy |
72,524
+37,478
| +107% | +$3.24M | 0.15% | 121 |
|
|
2024
Q1 | $2.86M | Buy |
+35,046
| New | +$2.86M | 0.07% | 220 |
|