Sequoia Financial Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
10,394
+2,643
| +34% | +$339K | 0.01% | 584 |
|
|
2025
Q1 | $560K | Sell |
7,751
-11
| -0.1% | -$794 | ﹤0.01% | 810 |
|
|
2024
Q4 | $882K | Buy |
7,762
+1,599
| +26% | +$182K | 0.01% | 616 |
|
|
2024
Q3 | $613K | Buy |
6,163
+1,830
| +42% | +$182K | 0.01% | 683 |
|
|
2024
Q2 | $375K | Buy |
+4,333
| New | +$375K | ﹤0.01% | 803 |
|