Steward Partners Investment Advisory’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
29,087
+20,225
| +228% | +$2.6M | 0.03% | 502 |
|
|
2025
Q1 | $640K | Sell |
8,862
-67,499
| -88% | -$4.87M | 0.01% | 1114 |
|
|
2024
Q4 | $8.68M | Buy |
76,361
+3,080
| +4% | +$350K | 0.08% | 250 |
|
|
2024
Q3 | $7.29M | Buy |
73,281
+69,559
| +1,869% | +$6.92M | 0.07% | 282 |
|
|
2024
Q2 | $322K | Buy |
3,722
+717
| +24% | +$62.1K | ﹤0.01% | 1246 |
|
|
2024
Q1 | $245K | Sell |
3,005
-17,252
| -85% | -$1.41M | ﹤0.01% | 1342 |
|
|
2023
Q4 | $973K | Buy |
+20,257
| New | +$973K | 0.01% | 736 |
|
|
2022
Q3 | – | Sell |
-77
| Closed | -$1K | – | 3396 |
|
|
2022
Q2 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 3179 |
|
|
2021
Q3 | – | Sell |
-227
| Closed | -$6K | – | 3348 |
|
|
2021
Q2 | $6K | Buy |
+227
| New | +$6K | ﹤0.01% | 6453 |
|