CM Wealth Advisors’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 | – | Sell |
-1,974
| Closed | -$261K | – | 86 |
|
|
2025
Q1 | $261K | Hold |
1,974
| – | – | 0.08% | 75 |
|
|
2024
Q4 | $228K | Hold |
1,974
| – | – | 0.07% | 78 |
|
|
2024
Q3 | $239K | Buy |
+1,974
| New | +$239K | 0.08% | 79 |
|
|
2024
Q2 | – | Sell |
-5,084
| Closed | -$525K | – | 158 |
|
|
2024
Q1 | $525K | Buy |
+5,084
| New | +$525K | 0.15% | 76 |
|
|
2023
Q3 | – | Sell |
-4,324
| Closed | -$378K | – | 154 |
|
|
2023
Q2 | $378K | Buy |
+4,324
| New | +$378K | 0.12% | 86 |
|