NIM
Needham Investment Management’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6M | Hold |
284,750
| – | – | 2.92% | 4 |
|
|
2025
Q1 | $20.6M | Sell |
284,750
-250
| -0.1% | -$18.1K | 1.93% | 11 |
|
|
2024
Q4 | $32.4M | Sell |
285,000
-3,000
| -1% | -$341K | 2.5% | 6 |
|
|
2024
Q3 | $28.7M | Buy |
288,000
+26,500
| +10% | +$2.64M | 2.2% | 7 |
|
|
2024
Q2 | $22.6M | Buy |
261,500
+15,000
| +6% | +$1.3M | 1.86% | 10 |
|
|
2024
Q1 | $20.1M | Buy |
246,500
+13,000
| +6% | +$1.06M | 1.87% | 10 |
|
|
2023
Q4 | $11.2M | Buy |
233,500
+8,500
| +4% | +$408K | 1.42% | 20 |
|
|
2023
Q3 | $8.37M | Sell |
225,000
-32,500
| -13% | -$1.21M | 1.42% | 20 |
|
|
2023
Q2 | $6.38M | Hold |
257,500
| – | – | 1.05% | 29 |
|
|
2023
Q1 | $3.68M | Hold |
257,500
| – | – | 0.64% | 51 |
|
|
2022
Q4 | $3.52M | Hold |
257,500
| – | – | 0.64% | 52 |
|
|
2022
Q3 | $2.5M | Buy |
257,500
+5,000
| +2% | +$48.6K | 0.49% | 54 |
|
|
2022
Q2 | $2.08M | Buy |
252,500
+28,000
| +12% | +$230K | 0.39% | 65 |
|
|
2022
Q1 | $3.14M | Buy |
224,500
+182,000
| +428% | +$2.55M | 0.46% | 62 |
|
|
2021
Q4 | $1.06M | Buy |
+42,500
| New | +$1.06M | 0.13% | 88 |
|