Glass Jacobson Investment Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
2,218
+86
| +4% | +$11K | 0.11% | 152 |
|
|
2025
Q1 | $242K | Hold |
2,132
| – | – | 0.08% | 213 |
|
|
2024
Q4 | $242K | Sell |
2,132
-229
| -10% | -$26K | 0.08% | 213 |
|
|
2024
Q3 | $235K | Sell |
2,361
-115
| -5% | -$11.4K | 0.08% | 214 |
|
|
2024
Q2 | $214K | Buy |
2,476
+335
| +16% | +$29K | 0.08% | 206 |
|
|
2024
Q1 | $175K | Buy |
+2,141
| New | +$175K | 0.07% | 223 |
|
|
2023
Q4 | – | Sell |
-28
| Closed | -$1.04K | – | 828 |
|
|
2023
Q3 | $1.04K | Sell |
28
-21
| -43% | -$782 | ﹤0.01% | 693 |
|
|
2023
Q2 | $1.21K | Buy |
+49
| New | +$1.21K | ﹤0.01% | 686 |
|
|
2022
Q4 | $1.37K | Buy |
+100
| New | +$1.37K | ﹤0.01% | 705 |
|