WIM
VRT icon

Westside Investment Management’s Vertiv VRT Stock Holding History

Westside Investment Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.9K Buy
+279
New +$61.9K 0.01% 487
2025
Q4 		– Sell
-335
Closed -$50.5K – 1546
2025
Q3 		$50.5K Hold
335
– – 0.01% 536
2025
Q2 		$43K Hold
335
– – 0.01% 478
2025
Q1 		$24.2K Sell
335
-1,000
-75% -$106K 0.01% 526
2024
Q4 		$152K Sell
1,335
-865
-39% -$103K 0.03% 260
2024
Q3 		$219K Sell
2,200
-235
-10% -$19.5K 0.05% 224
2024
Q2 		$211K Buy
+2,435
New +$222K 0.05% 221

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Invesco
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return