Richards, Merrill & Peterson’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
-805
Closed -$58.1K 466
2025
Q1
$58.1K Buy
805
+725
+906% +$52.3K 0.03% 238
2024
Q4
$9.09K Buy
+80
New +$9.09K ﹤0.01% 390