CWM
Congress Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
98,764
+36,035
| +57% | +$5.26M | 0.14% | 176 |
|
|
2025
Q1 | $8.31M | Buy |
62,729
+12,407
| +25% | +$1.64M | 0.1% | 237 |
|
|
2024
Q4 | $5.82M | Sell |
50,322
-30,716
| -38% | -$3.55M | 0.08% | 269 |
|
|
2024
Q3 | $9.82M | Buy |
81,038
+24,577
| +44% | +$2.98M | 0.13% | 215 |
|
|
2024
Q2 | $5.67M | Buy |
56,461
+42,574
| +307% | +$4.27M | 0.09% | 237 |
|
|
2024
Q1 | $1.35M | Buy |
13,887
+558
| +4% | +$54.4K | 0.02% | 353 |
|
|
2023
Q4 | $1.12M | Buy |
13,329
+3,689
| +38% | +$310K | 0.02% | 378 |
|
|
2023
Q3 | $694K | Buy |
9,640
+7
| +0.1% | +$504 | 0.01% | 410 |
|
|
2023
Q2 | $944K | Sell |
9,633
-74
| -0.8% | -$7.25K | 0.02% | 347 |
|
|
2023
Q1 | $951K | Sell |
9,707
-169
| -2% | -$16.6K | 0.02% | 350 |
|
|
2022
Q4 | $997K | Buy |
9,876
+793
| +9% | +$80K | 0.03% | 337 |
|
|
2022
Q3 | $743K | Buy |
9,083
+681
| +8% | +$55.7K | 0.02% | 362 |
|
|
2022
Q2 | $808K | Sell |
8,402
-1,048
| -11% | -$101K | 0.02% | 356 |
|
|
2022
Q1 | $936K | Buy |
9,450
+17
| +0.2% | +$1.68K | 0.02% | 362 |
|
|
2021
Q4 | $812K | Buy |
+9,433
| New | +$812K | 0.02% | 396 |
|