Sanders Morris Harris’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 |
-7,250
| Closed | -$545K | – | 296 |
|
|
2025
Q1 | $545K | Buy |
7,250
+250
| +4% | +$18.8K | 0.08% | 148 |
|
|
2024
Q4 | $795K | Hold |
7,000
| – | – | 0.12% | 124 |
|
|
2024
Q3 | $696K | Hold |
7,000
| – | – | 0.12% | 124 |
|
|
2024
Q2 | $606K | Hold |
7,000
| – | – | 0.1% | 135 |
|
|
2024
Q1 | $572K | Hold |
7,000
| – | – | 0.11% | 144 |
|
|
2023
Q4 | $338K | Hold |
7,000
| – | – | 0.17% | 137 |
|
|
2023
Q3 | $266K | Buy |
+7,000
| New | +$266K | 0.05% | 205 |
|