Level Four Advisory Services’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
11,567
+2,480
| +27% | +$318K | 0.05% | 300 |
|
|
2025
Q1 | $656K | Buy |
9,087
+6,568
| +261% | +$474K | 0.03% | 446 |
|
|
2024
Q4 | $286K | Sell |
2,519
-1,413
| -36% | -$161K | 0.01% | 634 |
|
|
2024
Q3 | $430K | Sell |
3,932
-1,083
| -22% | -$118K | 0.02% | 542 |
|
|
2024
Q2 | $434K | Sell |
5,015
-8,275
| -62% | -$716K | 0.02% | 518 |
|
|
2024
Q1 | $638K | Buy |
13,290
+278
| +2% | +$13.4K | 0.04% | 403 |
|
|
2023
Q4 | $625K | Buy |
13,012
+813
| +7% | +$39K | 0.04% | 410 |
|
|
2023
Q3 | $454K | Buy |
+12,199
| New | +$454K | 0.03% | 470 |
|