Woodard & Company Asset Management Group’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,762
Closed -$488K 144
2025
Q1
$488K Buy
6,762
+494
+8% +$35.7K 0.1% 73
2024
Q4
$712K Buy
+6,268
New +$712K 0.15% 62