Bell & Brown Wealth Advisors’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $185K | Hold |
13,440
| – | – | 0.07% | 69 |
|
2025
Q1 | $167K | Hold |
13,440
| – | – | 0.07% | 69 |
|
2024
Q4 | $179K | Hold |
13,440
| – | – | 0.07% | 70 |
|
2024
Q3 | $151K | Buy |
13,440
+1,500
| +13% | +$16.8K | 0.06% | 70 |
|
2024
Q2 | $160K | Buy |
+11,940
| New | +$160K | 0.06% | 69 |
|
2024
Q1 | – | Sell |
-9,940
| Closed | -$233K | – | 73 |
|
2023
Q4 | $233K | Buy |
+9,940
| New | +$233K | 0.11% | 67 |
|