Parcion Private Wealth’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$883K Buy
6,880
+1,253
+22% +$161K 0.06% 128
2025
Q1
$406K Buy
5,627
+1,384
+33% +$99.9K 0.03% 187
2024
Q4
$482K Sell
4,243
-67
-2% -$7.61K 0.04% 161
2024
Q3
$429K Buy
+4,310
New +$429K 0.04% 166