Bartlett & Co Wealth Management’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
6,333
-192
| -3% | -$11.2K | 0.01% | 374 |
|
|
2025
Q1 | $407K | Hold |
6,525
| – | – | 0.01% | 354 |
|
|
2024
Q4 | $384K | Sell |
6,525
-540
| -8% | -$31.8K | 0.01% | 359 |
|
|
2024
Q3 | $503K | Hold |
7,065
| – | – | 0.01% | 328 |
|
|
2024
Q2 | $466K | Hold |
7,065
| – | – | 0.01% | 334 |
|
|
2024
Q1 | $469K | Hold |
7,065
| – | – | 0.01% | 334 |
|
|
2023
Q4 | $527K | Sell |
7,065
-400
| -5% | -$29.8K | 0.01% | 341 |
|
|
2023
Q3 | $475K | Hold |
7,465
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $477K | Buy |
7,465
+6,120
| +455% | +$391K | 0.01% | 348 |
|
|
2023
Q1 | $94.9K | Hold |
1,345
| – | – | ﹤0.01% | 471 |
|
|
2022
Q4 | $95.8K | Hold |
1,345
| – | – | ﹤0.01% | 478 |
|
|
2022
Q3 | $74.1K | Sell |
1,345
-37
| -3% | -$2.04K | ﹤0.01% | 500 |
|
|
2022
Q2 | $84.3K | Buy |
1,382
+37
| +3% | +$2.26K | ﹤0.01% | 492 |
|
|
2022
Q1 | $115K | Buy |
+1,345
| New | +$115K | ﹤0.01% | 464 |
|
|
2021
Q4 | – | Sell |
-1,345
| Closed | -$89.9K | – | 773 |
|
|
2021
Q3 | $89.9K | Sell |
1,345
-6
| -0.4% | -$401 | ﹤0.01% | 430 |
|
|
2021
Q2 | $113K | Hold |
1,351
| – | – | ﹤0.01% | 393 |
|
|
2021
Q1 | $110K | Hold |
1,351
| – | – | ﹤0.01% | 400 |
|
|
2020
Q4 | $102K | Buy |
1,351
+6
| +0.4% | +$451 | ﹤0.01% | 408 |
|
|
2020
Q3 | $81.2K | Buy |
1,345
+1,120
| +498% | +$67.6K | ﹤0.01% | 410 |
|
|
2020
Q2 | $12.6K | Hold |
225
| – | – | ﹤0.01% | 658 |
|
|
2020
Q1 | $10.8K | Hold |
225
| – | – | ﹤0.01% | 649 |
|
|
2019
Q4 | $13.4K | Hold |
225
| – | – | ﹤0.01% | 700 |
|
|
2019
Q3 | $11.7K | Hold |
225
| – | – | ﹤0.01% | 717 |
|
|
2019
Q2 | $14K | Hold |
225
| – | – | ﹤0.01% | 563 |
|
|
2019
Q1 | $14.2K | Hold |
225
| – | – | ﹤0.01% | 549 |
|
|
2018
Q4 | $10.9K | Sell |
225
-1,600
| -88% | -$77.6K | ﹤0.01% | 579 |
|
|
2018
Q3 | $93.1K | Hold |
1,825
| – | – | ﹤0.01% | 330 |
|
|
2018
Q2 | $101K | Hold |
1,825
| – | – | ﹤0.01% | 325 |
|
|
2018
Q1 | $97.4K | Buy |
+1,825
| New | +$97.4K | ﹤0.01% | 327 |
|