Oppenheimer Asset 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
$2.71M Sell
21,143
-4,928
-19% -$633K 0.03% 477
2025
Q1
$1.88M Sell
26,071
-7,149
-22% -$516K 0.02% 536
2024
Q4
$3.77M Buy
33,220
+4,984
+18% +$566K 0.05% 383
2024
Q3
$2.81M Buy
28,236
+17,620
+166% +$1.75M 0.03% 456
2024
Q2
$919K Buy
10,616
+3,876
+58% +$336K 0.01% 732
2024
Q1
$550K Sell
6,740
-1,940
-22% -$158K 0.01% 811
2023
Q4
$417K Buy
+8,680
New +$417K 0.01% 904
2021
Q3
Sell
-7,689
Closed -$210K 1234
2021
Q2
$210K Buy
+7,689
New +$210K ﹤0.01% 1144