Waverly Advisors’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 | $1.67M | Sell |
28,648
-768
| -3% | -$44.8K | 0.02% | 523 |
|
|
2025
Q1 | $1.77M | Buy |
29,416
+1,976
| +7% | +$119K | 0.02% | 498 |
|
|
2024
Q4 | $1.61M | Buy |
27,440
+987
| +4% | +$58K | 0.03% | 423 |
|
|
2024
Q3 | $1.88M | Sell |
26,453
-303
| -1% | -$21.6K | 0.03% | 340 |
|
|
2024
Q2 | $1.76M | Buy |
26,756
+930
| +4% | +$61.3K | 0.03% | 335 |
|
|
2024
Q1 | $1.65M | Buy |
+25,826
| New | +$1.65M | 0.04% | 290 |
|
|
2014
Q4 | – | Sell |
-13
| Closed | -$1K | – | 617 |
|
|
2014
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 749 |
|
|
2014
Q2 | $1K | Sell |
13
-173
| -93% | -$13.3K | ﹤0.01% | 710 |
|
|
2014
Q1 | $10K | Sell |
186
-1,107
| -86% | -$59.5K | ﹤0.01% | 428 |
|
|
2013
Q4 | $73K | Buy |
1,293
+13
| +1% | +$734 | 0.03% | 280 |
|
|
2013
Q3 | $62K | Buy |
+1,280
| New | +$62K | 0.03% | 216 |
|