Trivest 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 | $93.8M | Buy |
+730,500
| New | +$93.8M | 3.64% | 9 |
|
|
2024
Q2 | – | Sell |
-2,320,600
| Closed | -$190M | – | 31 |
|
|
2024
Q1 | $190M | Buy |
2,320,600
+2,246,800
| +3,044% | +$183M | 6.66% | 5 |
|
|
2023
Q4 | $3.55M | Sell |
73,800
-600,900
| -89% | -$28.9M | 0.16% | 18 |
|
|
2023
Q3 | $25.1M | Buy |
+674,700
| New | +$25.1M | 1.85% | 12 |
|