CWP
Cyndeo Wealth Partners’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
27,734
+595
| +2% | +$86.9K | 0.24% | 110 |
|
|
2025
Q1 | $3.59M | Sell |
27,139
-2,407
| -8% | -$319K | 0.24% | 116 |
|
|
2024
Q4 | $3.42M | Buy |
29,546
+235
| +0.8% | +$27.2K | 0.23% | 113 |
|
|
2024
Q3 | $3.55M | Sell |
29,311
-18,246
| -38% | -$2.21M | 0.25% | 114 |
|
|
2024
Q2 | $4.77M | Sell |
47,557
-874
| -2% | -$87.7K | 0.37% | 82 |
|
|
2024
Q1 | $4.72M | Sell |
48,431
-10,802
| -18% | -$1.05M | 0.39% | 81 |
|
|
2023
Q4 | $4.98M | Buy |
59,233
+4,059
| +7% | +$342K | 0.46% | 66 |
|
|
2023
Q3 | $3.97M | Sell |
55,174
-27,044
| -33% | -$1.95M | 0.41% | 80 |
|
|
2023
Q2 | $8.05M | Buy |
82,218
+1,223
| +2% | +$120K | 0.84% | 26 |
|
|
2023
Q1 | $7.93M | Sell |
80,995
-5,430
| -6% | -$532K | 0.86% | 22 |
|
|
2022
Q4 | $8.72M | Buy |
+86,425
| New | +$8.72M | 1.02% | 18 |
|