Concord 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 | $333K | Buy |
2,281
+290
| +15% | +$42.3K | 0.05% | 166 |
|
|
2025
Q1 | $264K | Sell |
1,991
-4,460
| -69% | -$591K | 0.04% | 172 |
|
|
2024
Q4 | $747K | Buy |
6,451
+5,694
| +752% | +$659K | 0.12% | 120 |
|
|
2024
Q3 | $91.8K | Buy |
757
+89
| +13% | +$10.8K | 0.02% | 267 |
|
|
2024
Q2 | $67K | Sell |
668
-574
| -46% | -$57.6K | 0.01% | 278 |
|
|
2024
Q1 | $121K | Sell |
1,242
-2,989
| -71% | -$291K | 0.02% | 252 |
|
|
2023
Q4 | $356K | Buy |
4,231
+402
| +10% | +$33.8K | 0.07% | 151 |
|
|
2023
Q3 | $276K | Buy |
3,829
+785
| +26% | +$56.5K | 0.06% | 163 |
|
|
2023
Q2 | $298K | Buy |
3,044
+758
| +33% | +$74.2K | 0.06% | 151 |
|
|
2023
Q1 | $224K | Sell |
2,286
-1,082
| -32% | -$106K | 0.06% | 148 |
|
|
2022
Q4 | $340K | Sell |
3,368
-3,590
| -52% | -$362K | 0.1% | 113 |
|
|
2022
Q3 | $570K | Sell |
6,958
-515
| -7% | -$42.2K | 0.18% | 80 |
|
|
2022
Q2 | $718K | Sell |
7,473
-980
| -12% | -$94.2K | 0.2% | 73 |
|
|
2022
Q1 | $837K | Sell |
8,453
-138
| -2% | -$13.7K | 0.22% | 62 |
|
|
2021
Q4 | $739K | Buy |
8,591
+6,112
| +247% | +$526K | 0.18% | 69 |
|
|
2021
Q3 | $213K | Sell |
2,479
-4,220
| -63% | -$363K | 0.09% | 86 |
|
|
2021
Q2 | $571K | Buy |
6,699
+1,126
| +20% | +$96K | 0.16% | 59 |
|
|
2021
Q1 | $431K | Buy |
5,573
+3,400
| +156% | +$263K | 0.15% | 71 |
|
|
2020
Q4 | $155K | Buy |
+2,173
| New | +$155K | 0.12% | 91 |
|