Steph & Co’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.4K | Sell |
665
-451
| -40% | -$57.9K | 0.03% | 151 |
|
|
2025
Q1 | $80.6K | Sell |
1,116
-144
| -11% | -$10.4K | 0.03% | 162 |
|
|
2024
Q4 | $143K | Sell |
1,260
-1,263
| -50% | -$143K | 0.05% | 133 |
|
|
2024
Q3 | $251K | Sell |
2,523
-89
| -3% | -$8.86K | 0.08% | 100 |
|
|
2024
Q2 | $226K | Sell |
2,612
-489
| -16% | -$42.3K | 0.08% | 101 |
|
|
2024
Q1 | $253K | Sell |
3,101
-2,502
| -45% | -$204K | 0.09% | 102 |
|
|
2023
Q4 | $269K | Sell |
5,603
-1,556
| -22% | -$74.7K | 0.13% | 84 |
|
|
2023
Q3 | $266K | Sell |
7,159
-4,391
| -38% | -$163K | 0.15% | 84 |
|
|
2023
Q2 | $286K | Sell |
11,550
-8,030
| -41% | -$199K | 0.16% | 82 |
|
|
2023
Q1 | $280K | Sell |
19,580
-3,142
| -14% | -$45K | 0.17% | 74 |
|
|
2022
Q4 | $310K | Sell |
22,722
-3,405
| -13% | -$46.5K | 0.2% | 71 |
|
|
2022
Q3 | $254K | Buy |
26,127
+8,549
| +49% | +$83.1K | 0.18% | 74 |
|
|
2022
Q2 | $144K | Buy |
17,578
+2,936
| +20% | +$24.1K | 0.09% | 116 |
|
|
2022
Q1 | $205K | Buy |
14,642
+2,255
| +18% | +$31.6K | 0.12% | 93 |
|
|
2021
Q4 | $309K | Hold |
12,387
| – | – | 0.18% | 69 |
|
|
2021
Q3 | $298K | Hold |
12,387
| – | – | 0.19% | 65 |
|
|
2021
Q2 | $338K | Hold |
12,387
| – | – | 0.22% | 54 |
|
|
2021
Q1 | $248K | Buy |
12,387
+1,230
| +11% | +$24.6K | 0.17% | 77 |
|
|
2020
Q4 | $208K | Buy |
11,157
+695
| +7% | +$13K | 0.16% | 77 |
|
|
2020
Q3 | $181K | Buy |
10,462
+3,920
| +60% | +$67.8K | 0.17% | 67 |
|
|
2020
Q2 | $89K | Buy |
+6,542
| New | +$89K | 0.09% | 129 |
|