Venturi Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,495
| Closed | -$397K | – | 613 |
|
|
2025
Q1 | $397K | Buy |
5,495
+251
| +5% | +$18.1K | 0.02% | 370 |
|
|
2024
Q4 | $596K | Buy |
5,244
+4,575
| +684% | +$520K | 0.03% | 302 |
|
|
2024
Q3 | $66.6K | Sell |
669
-4,203
| -86% | -$418K | ﹤0.01% | 681 |
|
|
2024
Q2 | $422K | Sell |
4,872
-4,868
| -50% | -$421K | 0.03% | 302 |
|
|
2024
Q1 | $795K | Buy |
9,740
+9,375
| +2,568% | +$766K | 0.05% | 209 |
|
|
2023
Q4 | $17.5K | Buy |
365
+143
| +64% | +$6.87K | ﹤0.01% | 733 |
|
|
2023
Q3 | $8.26K | Buy |
+222
| New | +$8.26K | ﹤0.01% | 844 |
|