Kestra Investment 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 | $951K | Buy |
7,439
+7,365
| +9,953% | +$942K | 0.01% | 291 |
|
|
2025
Q1 | $5.34K | Sell |
74
-16,086
| -100% | -$1.16M | ﹤0.01% | 674 |
|
|
2024
Q4 | $1.84M | Sell |
16,160
-6,580
| -29% | -$748K | 0.07% | 88 |
|
|
2024
Q3 | $2.26M | Buy |
22,740
+3,694
| +19% | +$368K | 0.1% | 75 |
|
|
2024
Q2 | $1.65M | Buy |
+19,046
| New | +$1.65M | 0.11% | 61 |
|