EP Wealth Advisors’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
18,213
+3,314
| +22% | +$45.5K | ﹤0.01% | 1121 |
|
|
2025
Q1 | $185K | Buy |
14,899
+4,211
| +39% | +$52.4K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $142K | Sell |
10,688
-787
| -7% | -$10.5K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $129K | Buy |
+11,475
| New | +$129K | ﹤0.01% | 1114 |
|
|
2022
Q2 | – | Sell |
-4,247
| Closed | -$213K | – | 685 |
|
|
2022
Q1 | $213K | Buy |
+4,247
| New | +$213K | ﹤0.01% | 560 |
|