Stonebridge Financial Group’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.69M Sell
28,698
-381
-1% -$48.9K 0.36% 77
2025
Q1
$2.1M Buy
29,079
+2,211
+8% +$160K 0.22% 87
2024
Q4
$3.05M Buy
+26,868
New +$3.05M 0.34% 76