Integrated Wealth Concepts’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$583K Buy
2025
Q1
$526K Sell
2024
Q4
$583K Sell
2024
Q3
$574K Sell
2024
Q2
$695K Buy
2024
Q1
$528K Buy
2023
Q4
$869K Sell
2023
Q3
$935K Buy
2023
Q2
$629K Buy
2023
Q1
$486K Buy
2022
Q4
$212K Buy
2022
Q3
$353K Buy
2022
Q1
Sell
2021
Q4
$242K Buy