Carson Wealth (CWM LLC)’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
23,891
+2,023
| +9% | +$118K | ﹤0.01% | 1094 |
|
|
2025
Q1 | $1.31M | Sell |
21,868
-37
| -0.2% | -$2.22K | 0.01% | 1015 |
|
|
2024
Q4 | $1.29M | Buy |
21,905
+17,448
| +391% | +$1.03M | 0.01% | 950 |
|
|
2024
Q3 | $317K | Buy |
4,457
+72
| +2% | +$5.12K | ﹤0.01% | 1513 |
|
|
2024
Q2 | $289K | Sell |
4,385
-134
| -3% | -$8.83K | ﹤0.01% | 1412 |
|
|
2024
Q1 | $288K | Sell |
4,519
-9,496
| -68% | -$605K | ﹤0.01% | 1350 |
|
|
2023
Q4 | $1.04M | Sell |
14,015
-845
| -6% | -$62.9K | 0.01% | 790 |
|
|
2023
Q3 | $946K | Sell |
14,860
-10,545
| -42% | -$671K | 0.01% | 777 |
|
|
2023
Q2 | $1.62M | Buy |
25,405
+2,448
| +11% | +$156K | 0.01% | 569 |
|
|
2023
Q1 | $1.58M | Buy |
22,957
+15,162
| +195% | +$1.04M | 0.01% | 524 |
|
|
2022
Q4 | $555K | Sell |
7,795
-1,040
| -12% | -$74K | ﹤0.01% | 770 |
|
|
2022
Q3 | $486K | Sell |
8,835
-744
| -8% | -$40.9K | ﹤0.01% | 752 |
|
|
2022
Q2 | $584K | Sell |
9,579
-1,921
| -17% | -$117K | ﹤0.01% | 694 |
|
|
2022
Q1 | $925K | Sell |
11,500
-2,640
| -19% | -$212K | 0.01% | 579 |
|
|
2021
Q4 | $947K | Buy |
+14,140
| New | +$947K | 0.01% | 583 |
|
|
2021
Q2 | $29K | Hold |
344
| – | – | ﹤0.01% | 1628 |
|
|
2021
Q1 | $29K | Hold |
344
| – | – | ﹤0.01% | 1628 |
|
|
2020
Q4 | $29K | Hold |
344
| – | – | ﹤0.01% | 1628 |
|
|
2020
Q3 | $29K | Hold |
344
| – | – | ﹤0.01% | 1628 |
|
|
2020
Q2 | $29K | Hold |
344
| – | – | ﹤0.01% | 1628 |
|
|
2020
Q1 | $29K | Hold |
344
| – | – | ﹤0.01% | 1628 |
|
|
2019
Q4 | $29K | Hold |
344
| – | – | ﹤0.01% | 1628 |
|
|
2019
Q3 | $29K | Hold |
344
| – | – | ﹤0.01% | 1628 |
|
|
2019
Q2 | $29K | Hold |
344
| – | – | ﹤0.01% | 1628 |
|
|
2019
Q1 | $29K | Sell |
344
-82
| -19% | -$6.91K | ﹤0.01% | 1628 |
|
|
2018
Q4 | $21K | Buy |
426
+262
| +160% | +$12.9K | ﹤0.01% | 1120 |
|
|
2018
Q3 | $8K | Sell |
164
-36
| -18% | -$1.76K | ﹤0.01% | 1226 |
|
|
2018
Q2 | $11K | Buy |
200
+7
| +4% | +$385 | ﹤0.01% | 978 |
|
|
2018
Q1 | $10K | Buy |
193
+64
| +50% | +$3.32K | ﹤0.01% | 854 |
|
|
2017
Q4 | $7K | Hold |
129
| – | – | ﹤0.01% | 993 |
|
|
2017
Q3 | $6K | Buy |
129
+125
| +3,125% | +$5.81K | ﹤0.01% | 1037 |
|
|
2017
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1288 |
|
|
2017
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1295 |
|
|
2016
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1164 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1050 |
|
|
2016
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 848 |
|