Williamson Legacy Group’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,175
| Closed | -$1.16M | – | 133 |
|
|
2024
Q4 | $1.16M | Sell |
10,175
-6,771
| -40% | -$769K | 0.77% | 32 |
|
|
2024
Q3 | $1.69M | Sell |
16,946
-11,511
| -40% | -$1.15M | 1.13% | 11 |
|
|
2024
Q2 | $2.46M | Sell |
28,457
-5,582
| -16% | -$483K | 1.83% | 7 |
|
|
2024
Q1 | $2.78M | Sell |
34,039
-214
| -0.6% | -$17.5K | 2.15% | 5 |
|
|
2023
Q4 | $1.65M | Buy |
+34,253
| New | +$1.65M | 1.53% | 16 |
|