O'Neil Global Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,631
| Closed | -$3.03M | – | 45 |
|
|
2024
Q4 | $3.03M | Sell |
26,631
-51,364
| -66% | -$5.84M | 0.88% | 11 |
|
|
2024
Q3 | $7.76M | Buy |
77,995
+60,471
| +345% | +$6.02M | 1.98% | 9 |
|
|
2024
Q2 | $1.52M | Sell |
17,524
-100,026
| -85% | -$8.66M | 0.71% | 22 |
|
|
2024
Q1 | $9.6M | Sell |
117,550
-1,634
| -1% | -$133K | 11.84% | 2 |
|
|
2023
Q4 | $5.72M | Sell |
119,184
-30,893
| -21% | -$1.48M | 3.33% | 8 |
|
|
2023
Q3 | $5.58M | Buy |
+150,077
| New | +$5.58M | 5.06% | 6 |
|