Integrated Wealth Concepts’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
42,435
+166
| +0.4% | +$2.28K | 0.01% | 1180 |
|
|
2025
Q1 | $526K | Sell |
42,269
-1,558
| -4% | -$19.4K | 0.01% | 1117 |
|
|
2024
Q4 | $583K | Sell |
43,827
-7,306
| -14% | -$97.2K | 0.01% | 1058 |
|
|
2024
Q3 | $574K | Sell |
51,133
-650
| -1% | -$7.29K | 0.01% | 1024 |
|
|
2024
Q2 | $695K | Buy |
51,783
+3,552
| +7% | +$47.7K | 0.01% | 912 |
|
|
2024
Q1 | $528K | Buy |
48,231
+11,172
| +30% | +$122K | 0.01% | 1032 |
|
|
2023
Q4 | $869K | Sell |
37,059
-1,434
| -4% | -$33.6K | 0.01% | 782 |
|
|
2023
Q3 | $935K | Buy |
38,493
+760
| +2% | +$18.5K | 0.02% | 713 |
|
|
2023
Q2 | $629K | Buy |
37,733
+6,331
| +20% | +$105K | 0.01% | 886 |
|
|
2023
Q1 | $486K | Buy |
31,402
+19,880
| +173% | +$308K | 0.01% | 862 |
|
|
2022
Q4 | $212K | Buy |
11,522
+788
| +7% | +$14.5K | 0.01% | 929 |
|
|
2022
Q3 | $353K | Buy |
+10,734
| New | +$353K | 0.01% | 689 |
|
|
2022
Q1 | – | Sell |
-2,338
| Closed | -$242K | – | 1028 |
|
|
2021
Q4 | $242K | Buy |
+2,338
| New | +$242K | 0.01% | 869 |
|