U.S. Capital Wealth 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 | $2.39M | Sell |
18,617
-43,852
| -70% | -$5.63M | 0.07% | 265 |
|
|
2025
Q1 | $4.51M | Buy |
62,469
+11,474
| +23% | +$828K | 0.14% | 165 |
|
|
2024
Q4 | $5.79M | Buy |
50,995
+30,610
| +150% | +$3.48M | 0.18% | 138 |
|
|
2024
Q3 | $2.03M | Buy |
20,385
+1,451
| +8% | +$144K | 0.07% | 247 |
|
|
2024
Q2 | $1.64M | Buy |
18,934
+7,861
| +71% | +$681K | 0.06% | 269 |
|
|
2024
Q1 | $904K | Buy |
11,073
+3,875
| +54% | +$316K | 0.03% | 361 |
|
|
2023
Q4 | $346K | Buy |
+7,198
| New | +$346K | 0.01% | 525 |
|