LWAM
Legacy Wealth Asset Management’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
8,287
+126
| +2% | +$7.35K | 0.12% | 255 |
|
|
2025
Q1 | $490K | Buy |
8,161
+286
| +4% | +$17.2K | 0.14% | 247 |
|
|
2024
Q4 | $463K | Sell |
7,875
-204
| -3% | -$12K | 0.13% | 248 |
|
|
2024
Q3 | $575K | Buy |
8,079
+91
| +1% | +$6.48K | 0.15% | 218 |
|
|
2024
Q2 | $527K | Buy |
7,988
+154
| +2% | +$10.2K | 0.15% | 218 |
|
|
2024
Q1 | $499K | Buy |
7,834
+270
| +4% | +$17.2K | 0.14% | 233 |
|
|
2023
Q4 | $563K | Buy |
7,564
+704
| +10% | +$52.4K | 0.18% | 195 |
|
|
2023
Q3 | $437K | Buy |
6,860
+225
| +3% | +$14.3K | 0.16% | 229 |
|
|
2023
Q2 | $424K | Buy |
6,635
+75
| +1% | +$4.79K | 0.15% | 238 |
|
|
2023
Q1 | $450K | Buy |
6,560
+769
| +13% | +$52.8K | 0.16% | 220 |
|
|
2022
Q4 | $412K | Buy |
5,791
+1,145
| +25% | +$81.5K | 0.16% | 238 |
|
|
2022
Q3 | $256K | Sell |
4,646
-20,145
| -81% | -$1.11M | 0.11% | 281 |
|
|
2022
Q2 | $1.51M | Buy |
24,791
+5,341
| +27% | +$326K | 0.61% | 28 |
|
|
2022
Q1 | $1.56M | Buy |
19,450
+2,634
| +16% | +$212K | 0.56% | 35 |
|
|
2021
Q4 | $1.13M | Buy |
16,816
+9,298
| +124% | +$623K | 0.38% | 71 |
|
|
2021
Q3 | $502K | Buy |
7,518
+180
| +2% | +$12K | 0.23% | 173 |
|
|
2021
Q2 | $616K | Buy |
7,338
+11
| +0.2% | +$923 | 0.27% | 140 |
|
|
2021
Q1 | $569K | Sell |
7,327
-367
| -5% | -$28.5K | 0.26% | 153 |
|
|
2020
Q4 | $579K | Buy |
+7,694
| New | +$579K | 0.29% | 141 |
|