Axxcess Wealth Management’s Rivian RIVN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$784K Sell
57,062
-545
-0.9% -$7.49K 0.02% 487
2025
Q1
$717K Buy
57,607
+100
+0.2% +$1.25K 0.02% 472
2024
Q4
$765K Buy
57,507
+3,571
+7% +$47.5K 0.02% 458
2024
Q3
$605K Sell
53,936
-75
-0.1% -$842 0.01% 508
2024
Q2
$725K Buy
54,011
+2,623
+5% +$35.2K 0.02% 440
2024
Q1
$563K Buy
51,388
+28,179
+121% +$309K 0.02% 508
2023
Q4
$544K Sell
23,209
-11,799
-34% -$277K 0.02% 490
2023
Q3
$850K Sell
35,008
-4
-0% -$97 0.03% 349
2023
Q2
$583K Buy
35,012
+16,000
+84% +$267K 0.04% 320
2023
Q1
$294K Buy
19,012
+7,542
+66% +$117K 0.02% 485
2022
Q4
$211K Sell
11,470
-1,917
-14% -$35.3K 0.02% 547
2022
Q3
$441K Buy
+13,387
New +$441K 0.04% 334
2022
Q2
Sell
-6,695
Closed -$336K 631
2022
Q1
$336K Buy
6,695
+3,221
+93% +$162K 0.03% 443
2021
Q4
$360K Buy
+3,474
New +$360K 0.03% 431