Freedom Investment 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
$599K Buy
4,668
+1,672
+56% +$215K 0.05% 387
2025
Q1
$216K Sell
2,996
-1,876
-39% -$135K 0.02% 688
2024
Q4
$554K Sell
4,872
-1,657
-25% -$188K 0.05% 400
2024
Q3
$650K Sell
6,529
-81
-1% -$8.06K 0.05% 345
2024
Q2
$572K Buy
6,610
+2,364
+56% +$205K 0.05% 392
2024
Q1
$347K Buy
+4,246
New +$347K 0.03% 550