Whittier Trust’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.8M | Buy |
138,702
+2,929
| +2% | +$376K | 0.21% | 91 |
|
2025
Q1 | $9.8M | Buy |
135,773
+2,422
| +2% | +$175K | 0.14% | 140 |
|
2024
Q4 | $15.1M | Buy |
133,351
+6,141
| +5% | +$698K | 0.2% | 99 |
|
2024
Q3 | $12.7M | Buy |
127,210
+8,579
| +7% | +$854K | 0.17% | 115 |
|
2024
Q2 | $10.3M | Buy |
118,631
+38,401
| +48% | +$3.32M | 0.15% | 127 |
|
2024
Q1 | $6.55M | Buy |
+80,230
| New | +$6.55M | 0.1% | 173 |
|