Leeward Financial Partners’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.61M | Buy |
43,657
+1,400
| +3% | +$180K | 1.78% | 20 |
|
2025
Q1 | $3.05M | Buy |
42,257
+10,693
| +34% | +$772K | 1.14% | 31 |
|
2024
Q4 | $3.59M | Buy |
31,564
+1,497
| +5% | +$170K | 1.28% | 26 |
|
2024
Q3 | $2.99M | Buy |
30,067
+344
| +1% | +$34.2K | 1.13% | 31 |
|
2024
Q2 | $2.57M | Buy |
+29,723
| New | +$2.57M | 1.04% | 32 |
|