Chokshi & Queen Wealth Advisors, Inc VRT Holdings History
Number of Shares
6,780.00
Current Holdings Value*
$489,520.00
% of Portfolio
0.3%
Total Estimate Gain
$137,701.80
% of Total Estimate Gain
19.08%
Chokshi & Queen Wealth Advisors, Inc's Vertiv Holdings Co Holding Summary
As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 6,780.00 shares of Vertiv Holdings Co(VRT), totaling $489,520.00. This investment constitutes 0.3% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0% of the outstanding Vertiv Holdings Co(VRT) stock.
The initial trade took place in 2025Q1. And since then Chokshi & Queen Wealth Advisors, Inc has made 1 purchases of VRT, at an average price of $106.44, for a total of 6,780.00 shares. Based on historical transaction data and VRT's current price of $126.75, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his VRT holdings is $137,701.80, reflecting a 19.08% gain to date.
Chokshi & Queen Wealth Advisors, Inc VRT ($126.75) Holding Chart
Chokshi & Queen Wealth Advisors, Inc VRT ($126.75) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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