Perigon 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 | $1.04M | Buy |
17,875
+797
| +5% | +$46.5K | 0.02% | 457 |
|
|
2025
Q1 | $1.03M | Buy |
17,078
+6,246
| +58% | +$375K | 0.03% | 448 |
|
|
2024
Q4 | $648K | Buy |
10,832
+4,855
| +81% | +$290K | 0.02% | 568 |
|
|
2024
Q3 | $425K | Sell |
5,977
-15,342
| -72% | -$1.09M | 0.01% | 663 |
|
|
2024
Q2 | $1.41M | Buy |
21,319
+307
| +1% | +$20.2K | 0.04% | 300 |
|
|
2024
Q1 | $1.34M | Sell |
21,012
-1,145
| -5% | -$73K | 0.04% | 309 |
|
|
2023
Q4 | $1.65M | Buy |
22,157
+782
| +4% | +$58.2K | 0.05% | 255 |
|
|
2023
Q3 | $1.36M | Sell |
21,375
-2,341
| -10% | -$149K | 0.06% | 255 |
|
|
2023
Q2 | $1.51M | Sell |
23,716
-1,180
| -5% | -$75.3K | 0.06% | 242 |
|
|
2023
Q1 | $1.71M | Buy |
24,896
+1,795
| +8% | +$123K | 0.1% | 195 |
|
|
2022
Q4 | $1.64M | Sell |
23,101
-8,802
| -28% | -$627K | 0.1% | 194 |
|
|
2022
Q3 | $1.76M | Sell |
31,903
-1,068
| -3% | -$58.8K | 0.15% | 137 |
|
|
2022
Q2 | $2.01M | Buy |
32,971
+2,260
| +7% | +$138K | 0.17% | 123 |
|
|
2022
Q1 | $2.47M | Buy |
30,711
+8,307
| +37% | +$668K | 0.17% | 114 |
|
|
2021
Q4 | $1.5M | Sell |
22,404
-1,317
| -6% | -$88.2K | 0.11% | 171 |
|
|
2021
Q3 | $1.59M | Buy |
23,721
+3,371
| +17% | +$225K | 0.14% | 137 |
|
|
2021
Q2 | $1.71M | Buy |
20,350
+1,661
| +9% | +$139K | 0.15% | 127 |
|
|
2021
Q1 | $1.45M | Sell |
18,689
-1,180
| -6% | -$91.6K | 0.15% | 131 |
|
|
2020
Q4 | $1.5M | Buy |
19,869
+1,220
| +7% | +$91.8K | 0.17% | 101 |
|
|
2020
Q3 | $1.13M | Buy |
18,649
+1,272
| +7% | +$76.8K | 0.16% | 111 |
|
|
2020
Q2 | $976K | Buy |
17,377
+3,138
| +22% | +$176K | 0.15% | 107 |
|
|
2020
Q1 | $679K | Buy |
14,239
+6,719
| +89% | +$320K | 0.13% | 135 |
|
|
2019
Q4 | $440K | Buy |
+7,520
| New | +$440K | 0.09% | 154 |
|
|
2017
Q1 | – | Sell |
-372
| Closed | -$16K | – | 687 |
|
|
2016
Q4 | $16K | Buy |
+372
| New | +$16K | ﹤0.01% | 500 |
|