Loring Wolcott & Coolidge Fiduciary Advisors’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.3K Hold
750
﹤0.01% 346
2025
Q1
$58.5K Buy
750
+100
+15% +$7.8K ﹤0.01% 374
2024
Q4
$66.7K Buy
650
+350
+117% +$35.9K ﹤0.01% 371
2024
Q3
$33K Buy
300
+40
+15% +$4.4K ﹤0.01% 424
2024
Q2
$23.3K Buy
+260
New +$23.3K ﹤0.01% 443