Integrated Wealth Concepts’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
17,374
+7,578
| +77% | +$973K | 0.02% | 586 |
|
|
2025
Q1 | $707K | Sell |
9,796
-1,143
| -10% | -$82.5K | 0.01% | 992 |
|
|
2024
Q4 | $1.24M | Buy |
10,939
+3,225
| +42% | +$366K | 0.01% | 730 |
|
|
2024
Q3 | $767K | Buy |
7,714
+2,598
| +51% | +$258K | 0.01% | 909 |
|
|
2024
Q2 | $443K | Buy |
+5,116
| New | +$443K | 0.01% | 1099 |
|