Avantax Planning Partners’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
7,598
+29
| +0.4% | +$4.23K | 0.04% | 185 |
|
|
2025
Q1 | $1M | Buy |
7,569
+208
| +3% | +$27.6K | 0.04% | 184 |
|
|
2024
Q4 | $852K | Buy |
7,361
+576
| +8% | +$66.7K | 0.03% | 192 |
|
|
2024
Q3 | $822K | Sell |
6,785
-1,083
| -14% | -$131K | 0.03% | 191 |
|
|
2024
Q2 | $790K | Sell |
7,868
-1,507
| -16% | -$151K | 0.03% | 227 |
|
|
2024
Q1 | $914K | Sell |
9,375
-547
| -6% | -$53.4K | 0.03% | 215 |
|
|
2023
Q4 | $835K | Buy |
9,922
+601
| +6% | +$50.6K | 0.03% | 185 |
|
|
2023
Q3 | $671K | Sell |
9,321
-608
| -6% | -$43.8K | 0.03% | 196 |
|
|
2023
Q2 | $973K | Buy |
9,929
+282
| +3% | +$27.6K | 0.04% | 164 |
|
|
2023
Q1 | $945K | Sell |
9,647
-389
| -4% | -$38.1K | 0.04% | 170 |
|
|
2022
Q4 | $1.01M | Buy |
10,036
+519
| +5% | +$52.4K | 0.04% | 165 |
|
|
2022
Q3 | $779K | Buy |
9,517
+25
| +0.3% | +$2.05K | 0.04% | 176 |
|
|
2022
Q2 | $912K | Buy |
9,492
+900
| +10% | +$86.5K | 0.04% | 166 |
|
|
2022
Q1 | $851K | Sell |
8,592
-294
| -3% | -$29.1K | 0.03% | 176 |
|
|
2021
Q4 | $765K | Buy |
8,886
+4
| +0% | +$344 | 0.03% | 180 |
|
|
2021
Q3 | $763K | Buy |
8,882
+264
| +3% | +$22.7K | 0.04% | 163 |
|
|
2021
Q2 | $735K | Sell |
8,618
-1,159
| -12% | -$98.8K | 0.03% | 162 |
|
|
2021
Q1 | $755K | Buy |
+9,777
| New | +$755K | 0.04% | 155 |
|
|
2020
Q4 | – | Sell |
-14,845
| Closed | -$854K | – | 307 |
|
|
2020
Q3 | $854K | Sell |
14,845
-1,698
| -10% | -$97.7K | 0.05% | 133 |
|
|
2020
Q2 | $1.02M | Buy |
16,543
+559
| +3% | +$34.4K | 0.06% | 119 |
|
|
2020
Q1 | $949K | Sell |
15,984
-1,538
| -9% | -$91.3K | 0.07% | 108 |
|
|
2019
Q4 | $1.65M | Sell |
17,522
-111
| -0.6% | -$10.5K | 0.1% | 79 |
|
|
2019
Q3 | $1.52M | Buy |
17,633
+370
| +2% | +$31.8K | 0.09% | 84 |
|
|
2019
Q2 | $1.42M | Buy |
17,263
+3,302
| +24% | +$272K | 0.09% | 84 |
|
|
2019
Q1 | $1.13M | Sell |
13,961
-856
| -6% | -$69.4K | 0.08% | 94 |
|
|
2018
Q4 | $993K | Buy |
14,817
+3,893
| +36% | +$261K | 0.07% | 96 |
|
|
2018
Q3 | $961K | Buy |
10,924
+1,005
| +10% | +$88.4K | 0.08% | 82 |
|
|
2018
Q2 | $781K | Sell |
9,919
-1,668
| -14% | -$131K | 0.07% | 99 |
|
|
2018
Q1 | $917K | Sell |
11,587
-296
| -2% | -$23.4K | 0.08% | 106 |
|
|
2017
Q4 | $954K | Sell |
11,883
-4,401
| -27% | -$353K | 0.09% | 101 |
|
|
2017
Q3 | $1.19M | Buy |
16,284
+615
| +4% | +$44.9K | 0.09% | 100 |
|
|
2017
Q2 | $1.2M | Buy |
15,669
+717
| +5% | +$55.1K | 0.1% | 93 |
|
|
2017
Q1 | $1.06M | Sell |
14,952
-7,528
| -33% | -$532K | 0.09% | 98 |
|
|
2016
Q4 | $1.55M | Buy |
+22,480
| New | +$1.55M | 0.17% | 59 |
|