Wealth Management Partners’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 | $1.06M | Buy |
+18,376
| New | +$1.06M | 0.37% | 59 |
|
2025
Q1 | – | Sell |
-16,812
| Closed | -$989K | – | 122 |
|
2024
Q4 | $989K | Buy |
+16,812
| New | +$989K | 0.43% | 55 |
|
2024
Q1 | – | Sell |
-15,912
| Closed | -$1.18M | – | 125 |
|
2023
Q4 | $1.18M | Hold |
15,912
| – | – | 0.66% | 33 |
|
2023
Q3 | $1.01M | Buy |
15,912
+371
| +2% | +$23.6K | 0.63% | 33 |
|
2023
Q2 | $992K | Buy |
15,541
+1,165
| +8% | +$74.4K | 0.62% | 35 |
|
2023
Q1 | $986K | Buy |
+14,376
| New | +$986K | 0.69% | 31 |
|
2022
Q2 | – | Sell |
-9,000
| Closed | -$697K | – | 112 |
|
2022
Q1 | $697K | Buy |
+9,000
| New | +$697K | 0.5% | 47 |
|
2021
Q1 | – | Sell |
-3,750
| Closed | -$304K | – | 127 |
|
2020
Q4 | $304K | Buy |
+3,750
| New | +$304K | 0.24% | 89 |
|