LAM
Lummis Asset Management’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Hold |
142
| – | – | 0.01% | 104 |
|
|
2025
Q1 | $10.3K | Buy |
142
+30
| +27% | +$2.17K | 0.01% | 120 |
|
|
2024
Q4 | $12.7K | Sell |
112
-30
| -21% | -$3.41K | 0.02% | 89 |
|
|
2024
Q3 | $14.1K | Buy |
142
+30
| +27% | +$2.99K | 0.02% | 91 |
|
|
2024
Q2 | $9.7K | Hold |
112
| – | – | 0.01% | 94 |
|
|
2024
Q1 | $9.15K | Hold |
112
| – | – | 0.01% | 97 |
|
|
2023
Q4 | $5.38K | Buy |
+112
| New | +$5.38K | ﹤0.01% | 132 |
|