Patriot Financial Group Insurance Agency’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
3,596
+69
| +2% | +$8.86K | 0.05% | 322 |
|
|
2025
Q1 | $255K | Buy |
+3,527
| New | +$255K | 0.03% | 410 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 1915 |
|
|
2022
Q2 | $0 | Sell |
1
-76
| -99% | – | ﹤0.01% | 2189 |
|
|
2022
Q1 | $1K | Sell |
77
-401
| -84% | -$5.21K | ﹤0.01% | 1986 |
|
|
2021
Q4 | $12K | Hold |
478
| – | – | ﹤0.01% | 1437 |
|
|
2021
Q3 | $12K | Sell |
478
-924
| -66% | -$23.2K | ﹤0.01% | 1415 |
|
|
2021
Q2 | $21K | Buy |
1,402
+1,000
| +249% | +$15K | ﹤0.01% | 1159 |
|
|
2021
Q1 | $8K | Hold |
402
| – | – | ﹤0.01% | 1442 |
|
|
2020
Q4 | $8K | Hold |
402
| – | – | ﹤0.01% | 1307 |
|
|
2020
Q3 | $7K | Buy |
+402
| New | +$7K | ﹤0.01% | 1157 |
|