HighTower 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 | $7.63M | Buy |
59,438
+8,788
| +17% | +$1.13M | 0.01% | 910 |
|
2025
Q1 | $3.66M | Buy |
50,650
+7,934
| +19% | +$573K | 0.01% | 1192 |
|
2024
Q4 | $4.85M | Buy |
42,716
+2,008
| +5% | +$228K | 0.01% | 1062 |
|
2024
Q3 | $4M | Buy |
40,708
+6,364
| +19% | +$625K | 0.01% | 1131 |
|
2024
Q2 | $2.97M | Buy |
34,344
+20,787
| +153% | +$1.8M | ﹤0.01% | 1245 |
|
2024
Q1 | $1.11M | Buy |
13,557
+4,587
| +51% | +$374K | ﹤0.01% | 1749 |
|
2023
Q4 | $430K | Buy |
+8,970
| New | +$430K | ﹤0.01% | 2412 |
|
2021
Q4 | – | Sell |
-15,032
| Closed | -$360K | – | 3161 |
|
2021
Q3 | $360K | Buy |
15,032
+4,757
| +46% | +$114K | ﹤0.01% | 2283 |
|
2021
Q2 | $283K | Buy |
+10,275
| New | +$283K | ﹤0.01% | 2400 |
|