Fiduciary Family Office’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
10,181
+3,387
| +50% | +$435K | 0.43% | 47 |
|
|
2025
Q1 | $491K | Buy |
+6,794
| New | +$491K | 0.16% | 124 |
|
|
2024
Q4 | – | Sell |
-2,030
| Closed | -$202K | – | 235 |
|
|
2024
Q3 | $202K | Sell |
2,030
-540
| -21% | -$53.7K | 0.07% | 201 |
|
|
2024
Q2 | $222K | Hold |
2,570
| – | – | 0.09% | 184 |
|
|
2024
Q1 | $210K | Buy |
+2,570
| New | +$210K | 0.08% | 200 |
|