CWP
Concord Wealth Partners’s Rivian RIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27 | Hold |
2
| – | – | ﹤0.01% | 850 |
|
|
2025
Q1 | $25 | Sell |
2
-40
| -95% | -$500 | ﹤0.01% | 801 |
|
|
2024
Q4 | $559 | Buy |
42
+40
| +2,000% | +$532 | ﹤0.01% | 854 |
|
|
2024
Q3 | $22 | Hold |
2
| – | – | ﹤0.01% | 948 |
|
|
2024
Q2 | $27 | Hold |
2
| – | – | ﹤0.01% | 825 |
|
|
2024
Q1 | $22 | Sell |
2
-200
| -99% | -$2.2K | ﹤0.01% | 845 |
|
|
2023
Q4 | $4.74K | Hold |
202
| – | – | ﹤0.01% | 641 |
|
|
2023
Q3 | $4.91K | Hold |
202
| – | – | ﹤0.01% | 720 |
|
|
2023
Q2 | $3.37K | Hold |
202
| – | – | ﹤0.01% | 788 |
|
|
2023
Q1 | $3.13K | Hold |
202
| – | – | ﹤0.01% | 748 |
|
|
2022
Q4 | $3.72K | Buy |
+202
| New | +$3.72K | ﹤0.01% | 823 |
|
|
2022
Q3 | – | Sell |
-977
| Closed | -$25K | – | 918 |
|
|
2022
Q2 | $25K | Buy |
+977
| New | +$25K | 0.01% | 501 |
|
|
2022
Q1 | – | Sell |
-92
| Closed | -$10K | – | 1363 |
|
|
2021
Q4 | $10K | Buy |
+92
| New | +$10K | ﹤0.01% | 788 |
|