EP Wealth Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $437K | Buy |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $245K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $246K | Buy |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
|