HWM
Hohimer Wealth Management’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,579
| Closed | -$1.45M | – | 280 |
|
|
2024
Q4 | $1.45M | Buy |
+24,579
| New | +$1.45M | 0.27% | 97 |
|
|
2024
Q2 | – | Sell |
-16,273
| Closed | -$1.04M | – | 251 |
|
|
2024
Q1 | $1.04M | Buy |
16,273
+795
| +5% | +$50.7K | 0.24% | 116 |
|
|
2023
Q4 | $1.15M | Buy |
15,478
+831
| +6% | +$61.9K | 0.29% | 97 |
|
|
2023
Q3 | $932K | Sell |
14,647
-253
| -2% | -$16.1K | 0.27% | 102 |
|
|
2023
Q2 | $951K | Buy |
14,900
+1,217
| +9% | +$77.7K | 0.26% | 101 |
|
|
2023
Q1 | $939K | Buy |
13,683
+2,896
| +27% | +$199K | 0.27% | 91 |
|
|
2022
Q4 | $768K | Buy |
+10,787
| New | +$768K | 0.25% | 83 |
|
|
2021
Q1 | – | Sell |
-4,296
| Closed | -$323K | – | 203 |
|
|
2020
Q4 | $323K | Buy |
4,296
+273
| +7% | +$20.5K | 0.09% | 153 |
|
|
2020
Q3 | $238K | Sell |
4,023
-15,952
| -80% | -$944K | 0.07% | 163 |
|
|
2020
Q2 | $1.12M | Sell |
19,975
-14,547
| -42% | -$817K | 0.39% | 93 |
|
|
2020
Q1 | $1.62M | Buy |
34,522
+10,542
| +44% | +$494K | 0.68% | 57 |
|
|
2019
Q4 | $1.42M | Buy |
+23,980
| New | +$1.42M | 0.49% | 93 |
|