Carson Wealth (CWM LLC)’s Rivian RIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
24,679
-2,170
| -8% | -$29.8K | ﹤0.01% | 1784 |
|
|
2025
Q1 | $334K | Buy |
26,849
+1,609
| +6% | +$20K | ﹤0.01% | 1612 |
|
|
2024
Q4 | $336K | Sell |
25,240
-20,876
| -45% | -$278K | ﹤0.01% | 1528 |
|
|
2024
Q3 | $517K | Buy |
46,116
+6,234
| +16% | +$69.9K | ﹤0.01% | 1301 |
|
|
2024
Q2 | $535K | Buy |
39,882
+17,174
| +76% | +$230K | ﹤0.01% | 1165 |
|
|
2024
Q1 | $249K | Buy |
22,708
+1,885
| +9% | +$20.7K | ﹤0.01% | 1410 |
|
|
2023
Q4 | $489K | Buy |
20,823
+949
| +5% | +$22.3K | ﹤0.01% | 1065 |
|
|
2023
Q3 | $483K | Buy |
19,874
+749
| +4% | +$18.2K | ﹤0.01% | 988 |
|
|
2023
Q2 | $319K | Buy |
19,125
+4,301
| +29% | +$71.7K | ﹤0.01% | 1085 |
|
|
2023
Q1 | $229K | Sell |
14,824
-1,050
| -7% | -$16.2K | ﹤0.01% | 1147 |
|
|
2022
Q4 | $293K | Buy |
15,874
+394
| +3% | +$7.27K | ﹤0.01% | 962 |
|
|
2022
Q3 | $509K | Buy |
15,480
+338
| +2% | +$11.1K | ﹤0.01% | 742 |
|
|
2022
Q2 | $390K | Buy |
+15,142
| New | +$390K | ﹤0.01% | 809 |
|
|
2022
Q1 | – | Sell |
-3,591
| Closed | -$372K | – | 3796 |
|
|
2021
Q4 | $372K | Buy |
+3,591
| New | +$372K | ﹤0.01% | 807 |
|