Novare Capital 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 | $1.58M | Buy |
12,290
+7,500
| +157% | +$963K | 0.13% | 101 |
|
|
2025
Q1 | $346K | Buy |
4,790
+1,235
| +35% | +$89.2K | 0.03% | 151 |
|
|
2024
Q4 | $404K | Hold |
3,555
| – | – | 0.03% | 145 |
|
|
2024
Q3 | $354K | Buy |
3,555
+1,100
| +45% | +$109K | 0.03% | 148 |
|
|
2024
Q2 | $213K | Hold |
2,455
| – | – | 0.02% | 180 |
|
|
2024
Q1 | $201K | Buy |
+2,455
| New | +$201K | 0.02% | 180 |
|
|
2022
Q2 | – | Sell |
-40,965
| Closed | -$574K | – | 184 |
|
|
2022
Q1 | $574K | Sell |
40,965
-346,773
| -89% | -$4.86M | 0.06% | 118 |
|
|
2021
Q4 | $9.68M | Buy |
387,738
+14,400
| +4% | +$360K | 0.98% | 40 |
|
|
2021
Q3 | $8.99M | Buy |
373,338
+51,127
| +16% | +$1.23M | 1% | 44 |
|
|
2021
Q2 | $8.8M | Buy |
+322,211
| New | +$8.8M | 0.98% | 41 |
|