Meritage Portfolio Management’s Rio Tinto RIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Sell
33,436
-832
-2% -$48.5K 0.12% 161
2025
Q1
$2.06M Sell
34,268
-928
-3% -$55.8K 0.14% 161
2024
Q4
$2.07M Sell
35,196
-2,275
-6% -$134K 0.13% 162
2024
Q3
$2.67M Sell
37,471
-1,576
-4% -$112K 0.16% 159
2024
Q2
$2.57M Sell
39,047
-829
-2% -$54.6K 0.16% 155
2024
Q1
$2.54M Sell
39,876
-2,316
-5% -$148K 0.16% 158
2023
Q4
$3.14M Buy
42,192
+147
+0.3% +$10.9K 0.21% 141
2023
Q3
$2.68M Sell
42,045
-502
-1% -$32K 0.2% 148
2023
Q2
$2.72M Buy
42,547
+2,219
+6% +$142K 0.19% 156
2023
Q1
$2.77M Buy
40,328
+1,717
+4% +$118K 0.21% 144
2022
Q4
$2.75M Buy
38,611
+1,169
+3% +$83.2K 0.22% 149
2022
Q3
$2.06M Buy
37,442
+2,095
+6% +$115K 0.17% 161
2022
Q2
$2.16M Buy
35,347
+10,875
+44% +$663K 0.17% 157
2022
Q1
$1.97M Buy
24,472
+357
+1% +$28.7K 0.12% 173
2021
Q4
$1.61M Sell
24,115
-1,773
-7% -$119K 0.09% 180
2021
Q3
$1.73M Sell
25,888
-20,823
-45% -$1.39M 0.1% 174
2021
Q2
$3.92M Buy
46,711
+284
+0.6% +$23.8K 0.24% 125
2021
Q1
$3.61M Buy
46,427
+13,384
+41% +$1.04M 0.24% 126
2020
Q4
$2.49M Buy
+33,043
New +$2.49M 0.18% 153
2018
Q3
Sell
-56,084
Closed -$3.11M 211
2018
Q2
$3.11M Sell
56,084
-49,454
-47% -$2.74M 0.3% 141
2018
Q1
$5.44M Sell
105,538
-713
-0.7% -$36.7K 0.53% 76
2017
Q4
$5.62M Sell
106,251
-2,020
-2% -$107K 0.54% 78
2017
Q3
$5.11M Sell
108,271
-1,575
-1% -$74.3K 0.5% 89
2017
Q2
$4.65M Sell
109,846
-1,709
-2% -$72.3K 0.48% 101
2017
Q1
$4.54M Buy
111,555
+20,355
+22% +$828K 0.48% 101
2016
Q4
$3.51M Buy
+91,200
New +$3.51M 0.38% 129