NewEdge Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.7M | Sell |
75,567
-14,103
| -16% | -$1.81M | 0.05% | 377 |
|
|
2025
Q1 | $6.47M | Sell |
89,670
-5,750
| -6% | -$415K | 0.04% | 431 |
|
|
2024
Q4 | $10.8M | Buy |
95,420
+8,982
| +10% | +$1.02M | 0.07% | 293 |
|
|
2024
Q3 | $8.6M | Sell |
86,438
-12,652
| -13% | -$1.26M | 0.06% | 332 |
|
|
2024
Q2 | $8.58M | Buy |
99,090
+19,647
| +25% | +$1.7M | 0.06% | 302 |
|
|
2024
Q1 | $6.49M | Buy |
79,443
+20,155
| +34% | +$1.65M | 0.06% | 319 |
|
|
2023
Q4 | $2.9M | Buy |
59,288
+7,959
| +16% | +$390K | 0.03% | 529 |
|
|
2023
Q3 | $1.91M | Sell |
51,329
-3,510
| -6% | -$131K | 0.02% | 610 |
|
|
2023
Q2 | $1.36M | Buy |
+54,839
| New | +$1.36M | 0.02% | 733 |
|
|
2023
Q1 | – | Sell |
-246
| Closed | -$3.02K | – | 4162 |
|
|
2022
Q4 | $3.02K | Buy |
+246
| New | +$3.02K | ﹤0.01% | 2728 |
|