L.J. Altfest & Co’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.84M	Buy	14,359 +4,776	+50%	+$613K	0.22%	82
2025 Q1	$692K	Buy	9,583 +679	+8%	+$49K	0.09%	165
2024 Q4	$1.01M	Buy	8,904 +2,241	+34%	+$255K	0.13%	112
2024 Q3	$663K	Buy	+6,663	New	+$663K	0.09%	177