HB Wealth 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 | $666K | Sell |
5,189
-1,466
| -22% | -$188K | 0.01% | 634 |
|
|
2025
Q1 | $480K | Buy |
6,655
+2,157
| +48% | +$156K | ﹤0.01% | 758 |
|
|
2024
Q4 | $511K | Buy |
4,498
+528
| +13% | +$60K | 0.01% | 608 |
|
|
2024
Q3 | $395K | Buy |
3,970
+1,381
| +53% | +$137K | ﹤0.01% | 660 |
|
|
2024
Q2 | $224K | Buy |
+2,589
| New | +$224K | ﹤0.01% | 800 |
|