J.P. Marvel Investment 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 | $591K | Hold |
4,600
| – | – | 0.1% | 59 |
|
2025
Q1 | $332K | Hold |
4,600
| – | – | 0.06% | 63 |
|
2024
Q4 | $523K | Hold |
4,600
| – | – | 0.09% | 61 |
|
2024
Q3 | $458K | Hold |
4,600
| – | – | 0.07% | 70 |
|
2024
Q2 | $398K | Hold |
4,600
| – | – | 0.07% | 69 |
|
2024
Q1 | $376K | Hold |
4,600
| – | – | 0.07% | 70 |
|
2023
Q4 | $221K | Buy |
+4,600
| New | +$221K | 0.04% | 71 |
|