Williams Jones Wealth Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$42.3M Sell
2025
Q1
$24M Buy
2024
Q4
$36.1M Buy
2024
Q3
$30.9M Buy
2024
Q2
$21.7M Buy
2024
Q1
$19.1M Buy
2021
Q2
Sell
2021
Q1
$227K Sell
2020
Q4
$439K Sell
2020
Q3
$432K Sell
2020
Q2
$405K Sell
2020
Q1
$403K Buy
2019
Q4
$502K Buy