Modera Wealth 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 | $3.6M | Sell |
61,732
-2,653
| -4% | -$155K | 0.04% | 208 |
|
|
2025
Q1 | $3.87M | Sell |
64,385
-1,520
| -2% | -$91.3K | 0.05% | 198 |
|
|
2024
Q4 | $3.88M | Sell |
65,905
-4,673
| -7% | -$275K | 0.05% | 200 |
|
|
2024
Q3 | $5.02M | Buy |
70,578
+3,388
| +5% | +$241K | 0.06% | 166 |
|
|
2024
Q2 | $4.43M | Buy |
67,190
+547
| +0.8% | +$36.1K | 0.07% | 164 |
|
|
2024
Q1 | $4.25M | Buy |
66,643
+407
| +0.6% | +$25.9K | 0.06% | 175 |
|
|
2023
Q4 | $4.93M | Sell |
66,236
-1,327
| -2% | -$98.8K | 0.08% | 155 |
|
|
2023
Q3 | $4.3M | Sell |
67,563
-5,690
| -8% | -$362K | 0.08% | 161 |
|
|
2023
Q2 | $4.68M | Buy |
+73,253
| New | +$4.68M | 0.08% | 156 |
|