Wealth Management Associates’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$307K	Buy	+2,392	New	+$307K	0.12%	155
2025 Q1	–	Sell	-2,582	Closed	-$293K	–	224
2024 Q4	$293K	Sell	2,582 -1,136	-31%	-$129K	0.13%	155
2024 Q3	$370K	Buy	+3,718	New	+$370K	0.16%	131