Pursue Wealth Partners’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,202
| Closed | -$881K | – | 128 |
|
|
2025
Q1 | $881K | Buy |
+12,202
| New | +$881K | 0.54% | 49 |
|
|
2024
Q4 | – | Sell |
-15,752
| Closed | -$1.57M | – | 127 |
|
|
2024
Q3 | $1.57M | Sell |
15,752
-2,908
| -16% | -$289K | 0.86% | 33 |
|
|
2024
Q2 | $1.62M | Buy |
+18,660
| New | +$1.62M | 0.88% | 30 |
|