Montag & Associates’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
2,674
-189
| -7% | -$24.3K | 0.02% | 339 |
|
|
2025
Q1 | $207K | Sell |
2,863
-21,776
| -88% | -$1.57M | 0.01% | 410 |
|
|
2024
Q4 | $2.8M | Sell |
24,639
-1,100
| -4% | -$125K | 0.13% | 144 |
|
|
2024
Q3 | $2.56M | Buy |
25,739
+25,726
| +197,892% | +$2.56M | 0.12% | 158 |
|
|
2024
Q2 | $1.13K | Buy |
+13
| New | +$1.13K | ﹤0.01% | 920 |
|