Global Retirement Partners’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
+14,002
| New | +$1.8M | 0.04% | 364 |
|
|
2024
Q4 | $2.02M | Buy |
17,820
+2,193
| +14% | +$249K | 0.06% | 298 |
|
|
2024
Q3 | $1.55M | Buy |
15,627
+13,478
| +627% | +$1.34M | 0.05% | 343 |
|
|
2024
Q2 | $186K | Buy |
2,149
+1,363
| +173% | +$118K | 0.01% | 914 |
|
|
2024
Q1 | $64.2K | Sell |
786
-8
| -1% | -$653 | ﹤0.01% | 1290 |
|
|
2023
Q4 | $39.7K | Sell |
794
-794
| -50% | -$39.7K | ﹤0.01% | 1467 |
|
|
2023
Q3 | $60.6K | Buy |
1,588
+366
| +30% | +$14K | ﹤0.01% | 1178 |
|
|
2023
Q2 | $30.3K | Sell |
1,222
-689
| -36% | -$17.1K | ﹤0.01% | 1492 |
|
|
2023
Q1 | $28.5K | Sell |
1,911
-19
| -1% | -$284 | ﹤0.01% | 1492 |
|
|
2022
Q4 | $26.4K | Sell |
1,930
-864
| -31% | -$11.8K | ﹤0.01% | 1365 |
|
|
2022
Q3 | $40K | Buy |
2,794
+157
| +6% | +$2.25K | ﹤0.01% | 1114 |
|
|
2022
Q2 | $22K | Hold |
2,637
| – | – | ﹤0.01% | 1326 |
|
|
2022
Q1 | $27K | Buy |
+2,637
| New | +$27K | ﹤0.01% | 1239 |
|
|
2021
Q4 | – | Sell |
-2,825
| Closed | -$68K | – | 1772 |
|
|
2021
Q3 | $68K | Hold |
2,825
| – | – | 0.01% | 760 |
|
|
2021
Q2 | $77K | Buy |
2,825
+71
| +3% | +$1.94K | 0.01% | 711 |
|
|
2021
Q1 | $55K | Buy |
2,754
+849
| +45% | +$17K | 0.01% | 755 |
|
|
2020
Q4 | $36K | Hold |
1,905
| – | – | ﹤0.01% | 842 |
|
|
2020
Q3 | $33K | Buy |
+1,905
| New | +$33K | ﹤0.01% | 760 |
|