CWM
Cadence Wealth Management’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Buy |
14,237
+1,326
| +10% | +$77.3K | 0.55% | 21 |
|
|
2025
Q1 | $776K | Buy |
12,911
+710
| +6% | +$42.7K | 0.57% | 20 |
|
|
2024
Q4 | $718K | Buy |
12,201
+481
| +4% | +$28.3K | 0.48% | 21 |
|
|
2024
Q3 | $834K | Buy |
11,720
+62
| +0.5% | +$4.41K | 0.68% | 15 |
|
|
2024
Q2 | $769K | Buy |
11,658
+1,244
| +12% | +$82K | 0.54% | 18 |
|
|
2024
Q1 | $664K | Buy |
10,414
+2,402
| +30% | +$153K | 0.68% | 12 |
|
|
2023
Q4 | $597K | Sell |
8,012
-1,701
| -18% | -$127K | 0.47% | 17 |
|
|
2023
Q3 | $618K | Buy |
9,713
+2,202
| +29% | +$140K | 0.51% | 14 |
|
|
2023
Q2 | $480K | Buy |
7,511
+1,134
| +18% | +$72.4K | 0.46% | 16 |
|
|
2023
Q1 | $437K | Buy |
+6,377
| New | +$437K | 0.45% | 14 |
|
|
2022
Q3 | – | Sell |
-3,342
| Closed | -$204K | – | 35 |
|
|
2022
Q2 | $204K | Sell |
3,342
-1,342
| -29% | -$81.9K | 0.21% | 29 |
|
|
2022
Q1 | $377K | Sell |
4,684
-576
| -11% | -$46.4K | 0.29% | 23 |
|
|
2021
Q4 | $352K | Buy |
+5,260
| New | +$352K | 0.39% | 22 |
|