EP Wealth Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
5,442
+616
| +13% | +$35.9K | ﹤0.01% | 985 |
|
|
2025
Q1 | $290K | Sell |
4,826
-2,601
| -35% | -$156K | ﹤0.01% | 925 |
|
|
2024
Q4 | $437K | Buy |
7,427
+786
| +12% | +$46.2K | ﹤0.01% | 739 |
|
|
2024
Q3 | $473K | Buy |
6,641
+1,401
| +27% | +$99.7K | ﹤0.01% | 709 |
|
|
2024
Q2 | $345K | Buy |
5,240
+945
| +22% | +$62.3K | ﹤0.01% | 614 |
|
|
2024
Q1 | $274K | Sell |
4,295
-163
| -4% | -$10.4K | ﹤0.01% | 657 |
|
|
2023
Q4 | $332K | Sell |
4,458
-2,171
| -33% | -$162K | ﹤0.01% | 587 |
|
|
2023
Q3 | $422K | Sell |
6,629
-326,183
| -98% | -$20.8M | 0.01% | 489 |
|
|
2023
Q2 | $245K | Buy |
+332,812
| New | +$245K | ﹤0.01% | 606 |
|
|
2022
Q3 | – | Sell |
-10,760
| Closed | -$656K | – | 562 |
|
|
2022
Q2 | $656K | Buy |
10,760
+6,214
| +137% | +$379K | 0.01% | 324 |
|
|
2022
Q1 | $365K | Buy |
+4,546
| New | +$365K | 0.01% | 448 |
|
|
2021
Q3 | – | Sell |
-2,927
| Closed | -$246K | – | 556 |
|
|
2021
Q2 | $246K | Buy |
2,927
+340
| +13% | +$28.6K | 0.01% | 484 |
|
|
2021
Q1 | $201K | Buy |
+2,587
| New | +$201K | 0.01% | 476 |
|
|
2020
Q1 | – | Sell |
-3,400
| Closed | -$202K | – | 423 |
|
|
2019
Q4 | $202K | Buy |
+3,400
| New | +$202K | 0.01% | 395 |
|