EverSource Wealth Advisors’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
4,000
+2,092
| +110% | +$269K | 0.02% | 443 |
|
|
2025
Q1 | $138K | Buy |
1,908
+489
| +34% | +$35.3K | 0.01% | 790 |
|
|
2024
Q4 | $161K | Sell |
1,419
-920
| -39% | -$104K | 0.01% | 735 |
|
|
2024
Q3 | $233K | Buy |
2,339
+78
| +3% | +$7.76K | 0.01% | 514 |
|
|
2024
Q2 | $178K | Sell |
2,261
-2,349
| -51% | -$185K | 0.01% | 598 |
|
|
2024
Q1 | $429K | Buy |
4,610
+52
| +1% | +$4.84K | 0.03% | 299 |
|
|
2023
Q4 | $219K | Sell |
4,558
-9
| -0.2% | -$432 | 0.02% | 413 |
|
|
2023
Q3 | $170K | Buy |
4,567
+9
| +0.2% | +$335 | 0.02% | 432 |
|
|
2023
Q2 | $113K | Buy |
4,558
+40
| +0.9% | +$991 | 0.01% | 537 |
|
|
2023
Q1 | $64.7K | Hold |
4,518
| – | – | 0.01% | 689 |
|
|
2022
Q4 | $61.7K | Hold |
4,518
| – | – | 0.01% | 676 |
|
|
2022
Q3 | $44K | Buy |
+4,518
| New | +$44K | 0.01% | 665 |
|