BSW Wealth 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 | $393K | Sell |
2,691
-679
| -20% | -$99.2K | 0.05% | 198 |
|
|
2025
Q1 | $446K | Sell |
3,370
-29
| -0.9% | -$3.84K | 0.07% | 170 |
|
|
2024
Q4 | $393K | Buy |
3,399
+1,035
| +44% | +$120K | 0.06% | 190 |
|
|
2024
Q3 | $286K | Buy |
2,364
+14
| +0.6% | +$1.7K | 0.04% | 229 |
|
|
2024
Q2 | $236K | Hold |
2,350
| – | – | 0.04% | 256 |
|
|
2024
Q1 | $229K | Buy |
+2,350
| New | +$229K | 0.04% | 255 |
|
|
2023
Q3 | – | Sell |
-2,350
| Closed | -$230K | – | 277 |
|
|
2023
Q2 | $230K | Sell |
2,350
-86
| -4% | -$8.43K | 0.05% | 231 |
|
|
2023
Q1 | $239K | Buy |
2,436
+86
| +4% | +$8.42K | 0.05% | 262 |
|
|
2022
Q4 | $237K | Buy |
+2,350
| New | +$237K | 0.05% | 253 |
|
|
2022
Q3 | – | Sell |
-2,384
| Closed | -$229K | – | 292 |
|
|
2022
Q2 | $229K | Sell |
2,384
-46
| -2% | -$4.42K | 0.05% | 235 |
|
|
2022
Q1 | $241K | Buy |
2,430
+46
| +2% | +$4.56K | 0.06% | 238 |
|
|
2021
Q4 | $205K | Buy |
+2,384
| New | +$205K | 0.05% | 245 |
|
|
2015
Q4 | – | Sell |
-4,309
| Closed | -$241K | – | 69 |
|
|
2015
Q3 | $241K | Buy |
4,309
+754
| +21% | +$42.2K | 0.14% | 52 |
|
|
2015
Q2 | $248K | Buy |
+3,555
| New | +$248K | 0.16% | 52 |
|