BRWA
B. Riley Wealth Advisors’s RTX Corp RTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.98M | Buy |
+27,262
| New | +$3.98M | 0.19% | 114 |
|
2024
Q2 | – | Sell |
-118,110
| Closed | -$8.5M | – | 1571 |
|
2024
Q1 | $8.5M | Buy |
118,110
+46,510
| +65% | +$3.35M | 0.23% | 87 |
|
2023
Q4 | $6.02M | Sell |
71,600
-46,510
| -39% | -$3.91M | 0.16% | 140 |
|
2023
Q3 | $8.5M | Buy |
118,110
+338
| +0.3% | +$24.3K | 0.23% | 87 |
|
2023
Q2 | $11.5M | Buy |
117,772
+13,102
| +13% | +$1.28M | 0.26% | 83 |
|
2023
Q1 | $10.3M | Buy |
104,670
+34,307
| +49% | +$3.36M | 0.27% | 76 |
|
2022
Q4 | $7.1M | Buy |
70,363
+792
| +1% | +$79.9K | 0.2% | 116 |
|
2022
Q3 | $5.7M | Buy |
69,571
+14,099
| +25% | +$1.15M | 0.17% | 132 |
|
2022
Q2 | $5.33M | Sell |
55,472
-1,945
| -3% | -$187K | 0.22% | 102 |
|
2022
Q1 | $5.69M | Sell |
57,417
-4,638
| -7% | -$460K | 0.19% | 117 |
|
2021
Q4 | $5.34M | Sell |
62,055
-217
| -0.3% | -$18.7K | 0.15% | 143 |
|
2021
Q3 | $5.35M | Sell |
62,272
-1,577
| -2% | -$136K | 0.17% | 130 |
|
2021
Q2 | $5.45M | Buy |
63,849
+8,056
| +14% | +$687K | 0.18% | 137 |
|
2021
Q1 | $4.31M | Buy |
55,793
+22,507
| +68% | +$1.74M | 0.15% | 154 |
|
2020
Q4 | $2.38M | Sell |
33,286
-1,378
| -4% | -$98.6K | 0.13% | 176 |
|
2020
Q3 | $2M | Sell |
34,664
-6
| -0% | -$345 | 0.11% | 198 |
|
2020
Q2 | $2.14M | Buy |
+34,670
| New | +$2.14M | 0.14% | 158 |
|
2020
Q1 | – | Sell |
-14,264
| Closed | -$2.14M | – | 882 |
|
2019
Q4 | $2.14M | Buy |
14,264
+1,927
| +16% | +$289K | 0.18% | 128 |
|
2019
Q3 | $1.69M | Sell |
12,337
-117
| -0.9% | -$16K | 0.17% | 137 |
|
2019
Q2 | $1.62M | Buy |
12,454
+659
| +6% | +$85.8K | 0.18% | 117 |
|
2019
Q1 | $1.52M | Sell |
11,795
-524
| -4% | -$67.6K | 0.19% | 114 |
|
2018
Q4 | $1.31M | Buy |
12,319
+97
| +0.8% | +$10.3K | 0.19% | 126 |
|
2018
Q3 | $1.71M | Sell |
12,222
-228
| -2% | -$31.9K | 0.2% | 111 |
|
2018
Q2 | $1.56M | Sell |
12,450
-200
| -2% | -$25K | 0.21% | 117 |
|
2018
Q1 | $1.59M | Sell |
12,650
-4,516
| -26% | -$569K | 0.22% | 114 |
|
2017
Q4 | $2.19M | Buy |
17,166
+1,140
| +7% | +$146K | 0.3% | 91 |
|
2017
Q3 | $1.86M | Buy |
16,026
+705
| +5% | +$82K | 0.31% | 87 |
|
2017
Q2 | $1.87M | Buy |
15,321
+492
| +3% | +$60.2K | 0.34% | 81 |
|
2017
Q1 | $1.67M | Sell |
14,829
-3,497
| -19% | -$393K | 0.33% | 77 |
|
2016
Q4 | $2.01M | Sell |
18,326
-14
| -0.1% | -$1.54K | 0.41% | 60 |
|
2016
Q3 | $1.35M | Sell |
18,340
-188
| -1% | -$13.8K | 0.26% | 96 |
|
2016
Q2 | $1.37M | Buy |
18,528
+54
| +0.3% | +$4K | 0.27% | 92 |
|
2016
Q1 | $1.33M | Sell |
18,474
-1,460
| -7% | -$105K | 0.31% | 81 |
|
2015
Q4 | $1.92M | Buy |
19,934
+5,538
| +38% | +$532K | 0.39% | 63 |
|
2015
Q3 | $1.28M | Buy |
14,396
+1,355
| +10% | +$121K | 0.31% | 83 |
|
2015
Q2 | $1.45M | Sell |
13,041
-1,473
| -10% | -$164K | 0.36% | 62 |
|
2015
Q1 | $1.7M | Sell |
14,514
-5,767
| -28% | -$676K | 0.41% | 55 |
|
2014
Q4 | $15.2K | Buy |
20,281
+13,005
| +179% | +$9.78K | 0.33% | 44 |
|
2014
Q3 | $768K | Sell |
7,276
-10,928
| -60% | -$1.15M | 0.2% | 137 |
|
2014
Q2 | $1.33M | Buy |
18,204
+11,506
| +172% | +$839K | 0.31% | 57 |
|
2014
Q1 | $783K | Buy |
6,698
+85
| +1% | +$9.94K | 0.24% | 106 |
|
2013
Q4 | $753K | Hold |
6,613
| – | – | 0.24% | 101 |
|
2013
Q3 | $713K | Sell |
6,613
-303
| -4% | -$32.7K | 0.24% | 99 |
|
2013
Q2 | $643K | Buy |
+6,916
| New | +$643K | 0.22% | 106 |
|