Mission 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 | $731K | Sell |
5,696
-38
| -0.7% | -$4.88K | 0.02% | 372 |
|
|
2025
Q1 | $414K | Buy |
5,734
+556
| +11% | +$40.1K | 0.01% | 478 |
|
|
2024
Q4 | $588K | Buy |
5,178
+1,543
| +42% | +$175K | 0.01% | 372 |
|
|
2024
Q3 | $362K | Buy |
3,635
+435
| +14% | +$43.3K | 0.01% | 489 |
|
|
2024
Q2 | $277K | Buy |
+3,200
| New | +$277K | 0.01% | 519 |
|