RWPA
Richard W. Paul & Associates’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
8,804
+79
| +0.9% | +$10.1K | 0.41% | 62 |
|
|
2025
Q1 | $630K | Buy |
8,725
+3,808
| +77% | +$275K | 0.25% | 98 |
|
|
2024
Q4 | $559K | Sell |
4,917
-115
| -2% | -$13.1K | 0.2% | 116 |
|
|
2024
Q3 | $501K | Sell |
5,032
-1,693
| -25% | -$168K | 0.18% | 121 |
|
|
2024
Q2 | $582K | Sell |
6,725
-51
| -0.8% | -$4.42K | 0.22% | 110 |
|
|
2024
Q1 | $553K | Sell |
6,776
-2,135
| -24% | -$174K | 0.22% | 111 |
|
|
2023
Q4 | $428K | Sell |
8,911
-431
| -5% | -$20.7K | 0.18% | 123 |
|
|
2023
Q3 | $348K | Sell |
9,342
-21,455
| -70% | -$798K | 0.16% | 126 |
|
|
2023
Q2 | $763K | Sell |
30,797
-14,452
| -32% | -$358K | 0.33% | 85 |
|
|
2023
Q1 | $648K | Buy |
45,249
+2,382
| +6% | +$34.1K | 0.3% | 96 |
|
|
2022
Q4 | $586K | Buy |
+42,867
| New | +$586K | 0.29% | 91 |
|