HCR 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
$206K Buy
15,000
+4,970
+50% +$68.3K 0.02% 227
2025
Q1
$125K Hold
10,030
0.02% 228
2024
Q4
$133K Buy
+10,030
New +$133K 0.02% 226
2022
Q4
Sell
-7,316
Closed -$241K 182
2022
Q3
$241K Buy
+7,316
New +$241K 0.05% 149