IAM 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 | $754K | Buy |
5,875
+311
| +6% | +$39.9K | 0.18% | 64 |
|
|
2025
Q1 | $402K | Sell |
5,564
-448
| -7% | -$32.3K | 0.1% | 78 |
|
|
2024
Q4 | $683K | Buy |
6,012
+193
| +3% | +$21.9K | 0.17% | 69 |
|
|
2024
Q3 | $579K | Buy |
5,819
+337
| +6% | +$33.5K | 0.15% | 72 |
|
|
2024
Q2 | $475K | Buy |
+5,482
| New | +$475K | 0.13% | 74 |
|