Sierra Summit 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	$11.3M	Sell	87,840 -2,533	-3%	-$325K	2.01%	18
2025 Q1	$6.52M	Sell	90,373 -2,763	-3%	-$199K	1.41%	28
2024 Q4	$10.6M	Buy	93,136 +18,596	+25%	+$2.11M	2.13%	17
2024 Q3	$7.42M	Buy	+74,540	New	+$7.42M	1.7%	25