JMFC
J.M. Forbes & Co’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Sell |
94,520
-86
| -0.1% | -$5.02K | 0.5% | 55 |
|
|
2025
Q1 | $5.68M | Buy |
94,606
+4,723
| +5% | +$284K | 0.55% | 54 |
|
|
2024
Q4 | $5.29M | Buy |
89,883
+568
| +0.6% | +$33.4K | 0.51% | 57 |
|
|
2024
Q3 | $6.36M | Sell |
89,315
-663
| -0.7% | -$47.2K | 0.62% | 50 |
|
|
2024
Q2 | $5.93M | Buy |
89,978
+822
| +0.9% | +$54.2K | 0.61% | 50 |
|
|
2024
Q1 | $5.68M | Sell |
89,156
-2,665
| -3% | -$170K | 0.62% | 49 |
|
|
2023
Q4 | $6.84M | Buy |
91,821
+512
| +0.6% | +$38.1K | 0.79% | 47 |
|
|
2023
Q3 | $5.81M | Buy |
91,309
+558
| +0.6% | +$35.5K | 0.76% | 47 |
|
|
2023
Q2 | $5.79M | Sell |
90,751
-45,187
| -33% | -$2.88M | 0.72% | 47 |
|
|
2023
Q1 | $9.33M | Buy |
135,938
+68,382
| +101% | +$4.69M | 1.28% | 34 |
|
|
2022
Q4 | $4.81M | Buy |
67,556
+227
| +0.3% | +$16.2K | 0.69% | 42 |
|
|
2022
Q3 | $3.71M | Buy |
67,329
+628
| +0.9% | +$34.6K | 0.58% | 48 |
|
|
2022
Q2 | $4.07M | Buy |
66,701
+320
| +0.5% | +$19.5K | 0.6% | 48 |
|
|
2022
Q1 | $5.34M | Buy |
66,381
+19
| +0% | +$1.53K | 0.67% | 48 |
|
|
2021
Q4 | $4.44M | Sell |
66,362
-533
| -0.8% | -$35.7K | 0.51% | 48 |
|
|
2021
Q3 | $4.47M | Buy |
66,895
+1,422
| +2% | +$95K | 0.56% | 46 |
|
|
2021
Q2 | $5.49M | Buy |
+65,473
| New | +$5.49M | 0.69% | 46 |
|