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