GeoWealth 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 | $556K | Sell |
4,326
-41
| -0.9% | -$5.27K | 0.02% | 384 |
|
|
2025
Q1 | $315K | Buy |
4,367
+2,012
| +85% | +$145K | 0.01% | 540 |
|
|
2024
Q4 | $268K | Sell |
2,355
-318
| -12% | -$36.1K | 0.01% | 657 |
|
|
2024
Q3 | $266K | Buy |
2,673
+424
| +19% | +$42.2K | 0.01% | 635 |
|
|
2024
Q2 | $195K | Buy |
+2,249
| New | +$195K | 0.01% | 699 |
|
|
2022
Q2 | – | Sell |
-4,393
| Closed | -$61K | – | 406 |
|
|
2022
Q1 | $61K | Buy |
4,393
+301
| +7% | +$4.18K | 0.01% | 335 |
|
|
2021
Q4 | $102K | Buy |
4,092
+675
| +20% | +$16.8K | 0.01% | 309 |
|
|
2021
Q3 | $83K | Buy |
+3,417
| New | +$83K | 0.01% | 327 |
|