Bartlett & Co Wealth Management’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $116K | Sell |
8,425
-3,000
| -26% | -$41.2K | ﹤0.01% | 522 |
|
2025
Q1 | $142K | Buy |
11,425
+3,005
| +36% | +$37.4K | ﹤0.01% | 486 |
|
2024
Q4 | $112K | Hold |
8,420
| – | – | ﹤0.01% | 526 |
|
2024
Q3 | $94.5K | Sell |
8,420
-7
| -0.1% | -$79 | ﹤0.01% | 553 |
|
2024
Q2 | $113K | Buy |
8,427
+120
| +1% | +$1.61K | ﹤0.01% | 524 |
|
2024
Q1 | $91K | Buy |
8,307
+4,207
| +103% | +$46.1K | ﹤0.01% | 574 |
|
2023
Q4 | $96.5K | Sell |
4,100
-150
| -4% | -$3.53K | ﹤0.01% | 582 |
|
2023
Q3 | $103K | Buy |
4,250
+400
| +10% | +$9.71K | ﹤0.01% | 532 |
|
2023
Q2 | $64.1K | Buy |
3,850
+3,070
| +394% | +$51.1K | ﹤0.01% | 624 |
|
2023
Q1 | $12.1K | Hold |
780
| – | – | ﹤0.01% | 795 |
|
2022
Q4 | $14.4K | Sell |
780
-340
| -30% | -$6.27K | ﹤0.01% | 779 |
|
2022
Q3 | $36.9K | Buy |
1,120
+140
| +14% | +$4.61K | ﹤0.01% | 613 |
|
2022
Q2 | $25.2K | Buy |
980
+500
| +104% | +$12.9K | ﹤0.01% | 691 |
|
2022
Q1 | $24.1K | Buy |
+480
| New | +$24.1K | ﹤0.01% | 704 |
|