NWAM LLC’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.59M	Buy	38,789 +5,578	+17%	+$804K	0.46%	43
2025 Q1	$2.4M	Sell	33,211 -9,849	-23%	-$711K	0.21%	107
2024 Q4	$4.89M	Buy	43,060 +1,744	+4%	+$198K	0.3%	73
2024 Q3	$4.11M	Buy	+41,316	New	+$4.11M	0.25%	90