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