Segment Wealth Management’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
4,972
+17
| +0.3% | +$2.18K | 0.04% | 185 |
|
|
2025
Q1 | $358K | Buy |
4,955
+110
| +2% | +$7.94K | 0.02% | 221 |
|
|
2024
Q4 | $550K | Buy |
4,845
+170
| +4% | +$19.3K | 0.04% | 189 |
|
|
2024
Q3 | $465K | Hold |
4,675
| – | – | 0.03% | 192 |
|
|
2024
Q2 | $405K | Hold |
4,675
| – | – | 0.03% | 196 |
|
|
2024
Q1 | $382K | Hold |
4,675
| – | – | 0.03% | 202 |
|
|
2023
Q4 | $225K | Buy |
+4,675
| New | +$225K | 0.02% | 232 |
|