Financial Partners Group (Kansas)’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
+3,123
New +$401K 0.06% 138
2025
Q1
Sell
-2,468
Closed -$280K 197
2024
Q4
$280K Buy
2,468
+54
+2% +$6.13K 0.04% 145
2024
Q3
$240K Buy
+2,414
New +$240K 0.04% 168