IWP
Insight Wealth Partners’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
4,301
+1,180
| +38% | +$152K | 0.21% | 66 |
|
|
2025
Q1 | $225K | Buy |
3,121
+26
| +0.8% | +$1.88K | 0.04% | 99 |
|
|
2024
Q4 | $352K | Buy |
3,095
+12
| +0.4% | +$1.36K | 0.05% | 71 |
|
|
2024
Q3 | $307K | Buy |
3,083
+310
| +11% | +$30.8K | 0.06% | 80 |
|
|
2024
Q2 | $240K | Buy |
+2,773
| New | +$240K | 0.04% | 80 |
|