Icon Wealth 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 | $357K | Buy |
2,783
+20
| +0.7% | +$2.57K | 0.03% | 291 |
|
|
2025
Q1 | $199K | Sell |
2,763
-573
| -17% | -$41.4K | 0.02% | 354 |
|
|
2024
Q4 | $379K | Buy |
3,336
+1,286
| +63% | +$146K | 0.03% | 255 |
|
|
2024
Q3 | $204K | Buy |
2,050
+512
| +33% | +$50.9K | 0.02% | 355 |
|
|
2024
Q2 | $121K | Buy |
+1,538
| New | +$121K | 0.01% | 402 |
|