Davidson Capital 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	$4.51M	Buy	35,092 +8,858	+34%	+$1.14M	1.08%	7
2025 Q1	$1.89M	Sell	26,234 -5,370	-17%	-$388K	0.51%	58
2024 Q4	$3.59M	Buy	31,604 +11,108	+54%	+$1.26M	0.94%	24
2024 Q3	$2.04M	Buy	+20,496	New	+$2.04M	0.59%	45