McGlone Suttner Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+2,034
| New | +$261K | 0.04% | 166 |
|
|
2025
Q1 | – | Sell |
-2,227
| Closed | -$253K | – | 202 |
|
|
2024
Q4 | $253K | Sell |
2,227
-427
| -16% | -$48.5K | 0.04% | 151 |
|
|
2024
Q3 | $264K | Buy |
+2,654
| New | +$264K | 0.05% | 144 |
|
|
2024
Q1 | – | Sell |
-1,466
| Closed | -$70.4K | – | 785 |
|
|
2023
Q4 | $70.4K | Buy |
+1,466
| New | +$70.4K | 0.01% | 247 |
|