Richmond Investment 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
$998K Buy
7,774
+1,655
+27% +$213K 0.21% 69
2025
Q1
$442K Sell
6,119
-45
-0.7% -$3.25K 0.24% 65
2024
Q4
$700K Buy
+6,164
New +$700K 0.39% 47