Harbor Investment Advisory’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
5,083
+499
| +11% | +$64.1K | 0.06% | 230 |
|
|
2025
Q1 | $331K | Buy |
4,584
+187
| +4% | +$13.5K | 0.03% | 302 |
|
|
2024
Q4 | $500K | Buy |
4,397
+2,725
| +163% | +$310K | 0.05% | 233 |
|
|
2024
Q3 | $166K | Buy |
1,672
+520
| +45% | +$51.7K | 0.02% | 367 |
|
|
2024
Q2 | $99.7K | Buy |
1,152
+152
| +15% | +$13.2K | 0.01% | 442 |
|
|
2024
Q1 | $81.7K | Hold |
1,000
| – | – | 0.01% | 486 |
|
|
2023
Q4 | $48K | Hold |
1,000
| – | – | 0.01% | 573 |
|
|
2023
Q3 | $37.2K | Hold |
1,000
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $24.8K | Hold |
1,000
| – | – | ﹤0.01% | 862 |
|
|
2023
Q1 | $14.3K | Hold |
1,000
| – | – | ﹤0.01% | 971 |
|
|
2022
Q4 | $13.7K | Hold |
1,000
| – | – | ﹤0.01% | 972 |
|
|
2022
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 1070 |
|
|
2022
Q1 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1006 |
|
|
2021
Q4 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 896 |
|
|
2021
Q3 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 916 |
|
|
2021
Q2 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 857 |
|
|
2021
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 878 |
|
|
2020
Q4 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 835 |
|
|
2020
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 770 |
|
|
2020
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 711 |
|
|
2020
Q1 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 772 |
|