JBR Co Financial Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$996K Buy
7,760
+252
+3% +$32.4K 0.49% 48
2025
Q1
$542K Buy
7,508
+2,700
+56% +$195K 0.32% 63
2024
Q4
$546K Sell
4,808
-153
-3% -$17.4K 0.33% 61
2024
Q3
$494K Buy
4,961
+2,064
+71% +$205K 0.32% 64
2024
Q2
$251K Buy
+2,897
New +$251K 0.18% 88