Elite 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
Sell
-45,099
Closed -$3.26M 35
2025
Q1
$3.26M Sell
45,099
-65,419
-59% -$4.72M 0.42% 16
2024
Q4
$12.6M Sell
110,518
-5,590
-5% -$635K 1.55% 8
2024
Q3
$11.6M Sell
116,108
-326
-0.3% -$32.4K 1.58% 8
2024
Q2
$10.1M Buy
+116,434
New +$10.1M 0.34% 10