Perigon Wealth 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 | $3.53M | Buy |
27,471
+2,282
| +9% | +$293K | 0.08% | 237 |
|
|
2025
Q1 | $1.82M | Buy |
25,189
+2,023
| +9% | +$146K | 0.05% | 324 |
|
|
2024
Q4 | $3.07M | Buy |
23,166
+1,619
| +8% | +$215K | 0.08% | 240 |
|
|
2024
Q3 | $2.14M | Buy |
+21,547
| New | +$2.14M | 0.06% | 272 |
|
|
2024
Q1 | – | Sell |
-8,303
| Closed | -$399K | – | 900 |
|
|
2023
Q4 | $399K | Sell |
8,303
-73
| -0.9% | -$3.51K | 0.01% | 565 |
|
|
2023
Q3 | $312K | Buy |
8,376
+113
| +1% | +$4.2K | 0.01% | 573 |
|
|
2023
Q2 | $205K | Buy |
+8,263
| New | +$205K | 0.01% | 728 |
|