Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,100
| Closed | -$468K | – | 553 |
|
|
2024
Q2 | $468K | Sell |
7,100
-450
| -6% | -$29.7K | 0.01% | 361 |
|
|
2024
Q1 | $481K | Sell |
7,550
-36,446
| -83% | -$2.32M | 0.01% | 359 |
|
|
2023
Q4 | $3.28M | Buy |
43,996
+2,770
| +7% | +$206K | 0.05% | 152 |
|
|
2023
Q3 | $2.62M | Sell |
41,226
-7,880
| -16% | -$501K | 0.04% | 167 |
|
|
2023
Q2 | $3.13M | Sell |
49,106
-26,511
| -35% | -$1.69M | 0.05% | 158 |
|
|
2023
Q1 | $5.19M | Buy |
75,617
+19,442
| +35% | +$1.33M | 0.08% | 133 |
|
|
2022
Q4 | $4M | Buy |
56,175
+376
| +0.7% | +$26.8K | 0.07% | 147 |
|
|
2022
Q3 | $3.07M | Sell |
55,799
-53,044
| -49% | -$2.92M | 0.05% | 160 |
|
|
2022
Q2 | $6.64M | Buy |
108,843
+23,808
| +28% | +$1.45M | 0.11% | 125 |
|
|
2022
Q1 | $6.84M | Buy |
85,035
+38,087
| +81% | +$3.06M | 0.1% | 127 |
|
|
2021
Q4 | $3.14M | Sell |
46,948
-10,237
| -18% | -$685K | 0.04% | 167 |
|
|
2021
Q3 | $3.82M | Buy |
57,185
+7,490
| +15% | +$500K | 0.05% | 153 |
|
|
2021
Q2 | $4.17M | Buy |
49,695
+26,977
| +119% | +$2.26M | 0.06% | 149 |
|
|
2021
Q1 | $1.76M | Buy |
22,718
+18,118
| +394% | +$1.41M | 0.03% | 199 |
|
|
2020
Q4 | $346K | Buy |
+4,600
| New | +$346K | 0.01% | 349 |
|