KCM 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 | $10.9M | Buy |
85,132
+5,251
| +7% | +$674K | 0.37% | 58 |
|
|
2025
Q1 | $5.77M | Buy |
79,881
+36,051
| +82% | +$2.6M | 0.21% | 83 |
|
|
2024
Q4 | $4.98M | Buy |
43,830
+15,100
| +53% | +$1.72M | 0.17% | 97 |
|
|
2024
Q3 | $2.86M | Buy |
28,730
+4,595
| +19% | +$457K | 0.1% | 138 |
|
|
2024
Q2 | $2.09M | Buy |
24,135
+6,540
| +37% | +$566K | 0.08% | 147 |
|
|
2024
Q1 | $1.44M | Buy |
+17,595
| New | +$1.44M | 0.05% | 187 |
|