Prospera Financial Services’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
17,000
+5,615
| +49% | +$721K | 0.04% | 446 |
|
|
2025
Q1 | $822K | Buy |
11,385
+565
| +5% | +$40.8K | 0.02% | 615 |
|
|
2024
Q4 | $1.23M | Buy |
10,820
+8,374
| +342% | +$951K | 0.03% | 488 |
|
|
2024
Q3 | $243K | Sell |
2,446
-1,466
| -37% | -$146K | 0.01% | 1009 |
|
|
2024
Q2 | $339K | Buy |
+3,912
| New | +$339K | 0.01% | 867 |
|
|
2022
Q1 | – | Sell |
-13,900
| Closed | -$347K | – | 2787 |
|
|
2021
Q4 | $347K | Sell |
13,900
-175,825
| -93% | -$4.39M | 0.02% | 666 |
|
|
2021
Q3 | $4.57M | Sell |
189,725
-37,245
| -16% | -$897K | 0.23% | 103 |
|
|
2021
Q2 | $6.2M | Buy |
+226,970
| New | +$6.2M | 0.31% | 69 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$17K | – | 1557 |
|
|
2020
Q3 | $17K | Buy |
+1,000
| New | +$17K | 0.01% | 953 |
|