HighMark 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 | $17.3K | Hold |
135
| – | – | 0.01% | 244 |
|
|
2025
Q1 | $9.75K | Buy |
135
+3
| +2% | +$217 | 0.01% | 291 |
|
|
2024
Q4 | $15K | Hold |
132
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $13.1K | Hold |
132
| – | – | 0.01% | 253 |
|
|
2024
Q2 | $11.4K | Buy |
132
+17
| +15% | +$1.47K | 0.01% | 258 |
|
|
2024
Q1 | $9.39K | Buy |
+115
| New | +$9.39K | 0.01% | 288 |
|