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Whipplewood Advisors’s Rio Tinto RIO Stock Holding History

Whipplewood Advisors’s Portfolio RIO Stock Details RIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$49.2K Sell
844
-382
-31% -$22.3K 0.03% 317
2025
Q1 		$66.9K Sell
1,226
-10
-0.8% -$545 0.04% 266
2024
Q4 		$72.7K Buy
+1,236
New +$72.7K 0.04% 263