Knollwood Investment Advisory’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
36,975
+4,025
| +12% | +$517K | 0.46% | 49 |
|
|
2025
Q1 | $2.38M | Buy |
32,950
+5,800
| +21% | +$419K | 0.26% | 102 |
|
|
2024
Q4 | $3.08M | Hold |
27,150
| – | – | 0.32% | 69 |
|
|
2024
Q3 | $2.7M | Buy |
27,150
+10,100
| +59% | +$1M | 0.29% | 89 |
|
|
2024
Q2 | $1.48M | Buy |
17,050
+2,450
| +17% | +$212K | 0.16% | 144 |
|
|
2024
Q1 | $1.19M | Buy |
14,600
+9,400
| +181% | +$768K | 0.22% | 89 |
|
|
2023
Q4 | $250K | Buy |
+5,200
| New | +$250K | 0.05% | 188 |
|