Jones Financial Companies’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
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|
2025
Q1 | $7.48M | Buy |
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|
2024
Q4 | $8.11M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $269K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.32K | Buy |
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|
2023
Q3 | $3.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $17K | Sell |
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|
2021
Q1 | $14K | Sell |
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|
2020
Q4 | $14K | Buy |
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