9WM
9258 Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.52M | Sell |
12,581
-390
| -3% | -$47.3K | 0.23% | 90 |
|
|
2024
Q2 | $1.3M | Sell |
12,971
-2
| -0% | -$201 | 0.2% | 97 |
|
|
2024
Q1 | $1.27M | Buy |
12,973
+1,481
| +13% | +$144K | 0.2% | 97 |
|
|
2023
Q4 | $967K | Buy |
11,492
+29
| +0.3% | +$2.44K | 0.17% | 120 |
|
|
2023
Q3 | $825K | Sell |
11,463
-37
| -0.3% | -$2.66K | 0.16% | 123 |
|
|
2023
Q2 | $1.13M | Buy |
11,500
+86
| +0.8% | +$8.42K | 0.21% | 89 |
|
|
2023
Q1 | $1.12M | Sell |
11,414
-133
| -1% | -$13K | 0.23% | 89 |
|
|
2022
Q4 | $1.17M | Sell |
11,547
-199
| -2% | -$20.1K | 0.25% | 83 |
|
|
2022
Q3 | $962K | Sell |
11,746
-951
| -7% | -$77.9K | 0.25% | 91 |
|
|
2022
Q2 | $1.22M | Buy |
12,697
+381
| +3% | +$36.6K | 0.31% | 79 |
|
|
2022
Q1 | $1.22M | Sell |
12,316
-580
| -4% | -$57.5K | 0.28% | 79 |
|
|
2021
Q4 | $1.11M | Buy |
12,896
+133
| +1% | +$11.4K | 0.25% | 86 |
|
|
2021
Q3 | $1.1M | Buy |
12,763
+560
| +5% | +$48.1K | 0.29% | 76 |
|
|
2021
Q2 | $1.04M | Sell |
12,203
-367
| -3% | -$31.3K | 0.28% | 83 |
|
|
2021
Q1 | $971K | Buy |
12,570
+46
| +0.4% | +$3.55K | 0.29% | 81 |
|
|
2020
Q4 | $896K | Sell |
12,524
-486
| -4% | -$34.8K | 0.29% | 82 |
|
|
2020
Q3 | $707K | Sell |
13,010
-881
| -6% | -$47.9K | 0.27% | 88 |
|
|
2020
Q2 | $856K | Buy |
13,891
+673
| +5% | +$41.5K | 0.35% | 76 |
|
|
2020
Q1 | $860K | Buy |
13,218
+5,031
| +61% | +$327K | 0.38% | 67 |
|
|
2019
Q4 | $1.23M | Buy |
8,187
+5,706
| +230% | +$854K | 0.45% | 57 |
|
|
2019
Q3 | $339K | Sell |
2,481
-99
| -4% | -$13.5K | 0.26% | 121 |
|
|
2019
Q2 | $336K | Buy |
2,580
+59
| +2% | +$7.68K | 0.27% | 120 |
|
|
2019
Q1 | $325K | Buy |
2,521
+99
| +4% | +$12.8K | 0.28% | 116 |
|
|
2018
Q4 | $258K | Buy |
+2,422
| New | +$258K | 0.25% | 123 |
|