CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
15,158
+1,163
| +8% | +$170K | 0.04% | 120 |
|
|
2025
Q1 | $1.85M | Buy |
13,995
+23
| +0.2% | +$3.05K | 0.03% | 129 |
|
|
2024
Q4 | $1.62M | Buy |
+13,972
| New | +$1.62M | 0.03% | 126 |
|
|
2024
Q3 | – | Sell |
-12,917
| Closed | -$1.3M | – | 192 |
|
|
2024
Q2 | $1.3M | Buy |
+12,917
| New | +$1.3M | 0.03% | 128 |
|
|
2023
Q4 | – | Sell |
-10,776
| Closed | -$776K | – | 192 |
|
|
2023
Q3 | $776K | Sell |
10,776
-577
| -5% | -$41.5K | 0.02% | 136 |
|
|
2023
Q2 | $1.11M | Sell |
11,353
-394
| -3% | -$38.6K | 0.03% | 123 |
|
|
2023
Q1 | $1.15M | Buy |
11,747
+836
| +8% | +$81.9K | 0.03% | 127 |
|
|
2022
Q4 | $1.1M | Buy |
+10,911
| New | +$1.1M | 0.04% | 128 |
|
|
2021
Q4 | – | Sell |
-7,842
| Closed | -$674K | – | 271 |
|
|
2021
Q3 | $674K | Sell |
7,842
-759
| -9% | -$65.2K | 0.03% | 186 |
|
|
2021
Q2 | $734K | Buy |
+8,601
| New | +$734K | 0.03% | 182 |
|
|
2020
Q3 | – | Sell |
-21,026
| Closed | -$1.3M | – | 161 |
|
|
2020
Q2 | $1.3M | Buy |
+21,026
| New | +$1.3M | 0.08% | 96 |
|
|
2019
Q1 | – | Sell |
-117,955
| Closed | -$12.6M | – | 135 |
|
|
2018
Q4 | $12.6M | Buy |
+117,955
| New | +$12.6M | 1.25% | 22 |
|