Jones Financial Companies’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
116,408
+15,633
| +16% | +$1.99M | 0.01% | 308 |
|
|
2025
Q1 | $7.48M | Buy |
100,775
+29,354
| +41% | +$2.18M | 0.01% | 356 |
|
|
2024
Q4 | $8.11M | Buy |
71,421
+59,735
| +511% | +$6.79M | 0.01% | 294 |
|
|
2024
Q3 | $1.15M | Buy |
11,686
+8,576
| +276% | +$844K | ﹤0.01% | 572 |
|
|
2024
Q2 | $269K | Buy |
+3,110
| New | +$269K | ﹤0.01% | 742 |
|
|
2024
Q1 | – | Sell |
-90
| Closed | -$4.32K | – | 1453 |
|
|
2023
Q4 | $4.32K | Buy |
90
+4
| +5% | +$192 | ﹤0.01% | 781 |
|
|
2023
Q3 | $3.2K | Buy |
+86
| New | +$3.2K | ﹤0.01% | 538 |
|
|
2022
Q3 | – | Sell |
-707
| Closed | -$6K | – | 739 |
|
|
2022
Q2 | $6K | Sell |
707
-95
| -12% | -$806 | ﹤0.01% | 535 |
|
|
2022
Q1 | $11K | Buy |
802
+169
| +27% | +$2.32K | ﹤0.01% | 505 |
|
|
2021
Q4 | $16K | Hold |
633
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $15K | Hold |
633
| – | – | ﹤0.01% | 449 |
|
|
2021
Q2 | $17K | Sell |
633
-66
| -9% | -$1.77K | ﹤0.01% | 419 |
|
|
2021
Q1 | $14K | Sell |
699
-63
| -8% | -$1.26K | ﹤0.01% | 502 |
|
|
2020
Q4 | $14K | Buy |
+762
| New | +$14K | ﹤0.01% | 403 |
|