EWM
Empirical Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
38,104
+5,086
| +15% | +$743K | 0.13% | 124 |
|
|
2025
Q1 | $4.37M | Buy |
33,018
+15,567
| +89% | +$2.06M | 0.11% | 133 |
|
|
2024
Q4 | $2.02M | Buy |
17,451
+5,929
| +51% | +$686K | 0.05% | 193 |
|
|
2024
Q3 | $1.4M | Buy |
11,522
+2
| +0% | +$242 | 0.04% | 229 |
|
|
2024
Q2 | $1.16M | Sell |
11,520
-1,465
| -11% | -$147K | 0.03% | 248 |
|
|
2024
Q1 | $1.27M | Sell |
12,985
-752
| -5% | -$73.3K | 0.04% | 229 |
|
|
2023
Q4 | $1.16M | Buy |
13,737
+2,059
| +18% | +$173K | 0.04% | 224 |
|
|
2023
Q3 | $840K | Buy |
11,678
+2,954
| +34% | +$213K | 0.03% | 240 |
|
|
2023
Q2 | $855K | Sell |
8,724
-404
| -4% | -$39.6K | 0.03% | 243 |
|
|
2023
Q1 | $894K | Sell |
9,128
-19
| -0.2% | -$1.86K | 0.04% | 231 |
|
|
2022
Q4 | $923K | Sell |
9,147
-956
| -9% | -$96.5K | 0.04% | 219 |
|
|
2022
Q3 | $827K | Buy |
10,103
+119
| +1% | +$9.74K | 0.04% | 219 |
|
|
2022
Q2 | $960K | Sell |
9,984
-1,184
| -11% | -$114K | 0.05% | 201 |
|
|
2022
Q1 | $1.11M | Sell |
11,168
-46
| -0.4% | -$4.56K | 0.06% | 195 |
|
|
2021
Q4 | $965K | Sell |
11,214
-1,903
| -15% | -$164K | 0.05% | 227 |
|
|
2021
Q3 | $1.13M | Buy |
13,117
+3,181
| +32% | +$274K | 0.06% | 173 |
|
|
2021
Q2 | $848K | Buy |
9,936
+745
| +8% | +$63.6K | 0.05% | 210 |
|
|
2021
Q1 | $710K | Buy |
9,191
+423
| +5% | +$32.7K | 0.06% | 203 |
|
|
2020
Q4 | $627K | Sell |
8,768
-483
| -5% | -$34.5K | 0.05% | 215 |
|
|
2020
Q3 | $532K | Sell |
9,251
-303
| -3% | -$17.4K | 0.05% | 204 |
|
|
2020
Q2 | $589K | Buy |
9,554
+6,226
| +187% | +$384K | 0.05% | 180 |
|
|
2020
Q1 | $314K | Sell |
3,328
-857
| -20% | -$80.9K | 0.03% | 242 |
|
|
2019
Q4 | $627K | Buy |
4,185
+754
| +22% | +$113K | 0.07% | 163 |
|
|
2019
Q3 | $468K | Sell |
3,431
-30
| -0.9% | -$4.09K | 0.06% | 179 |
|
|
2019
Q2 | $451K | Sell |
3,461
-770
| -18% | -$100K | 0.06% | 163 |
|
|
2019
Q1 | $545K | Buy |
4,231
+908
| +27% | +$117K | 0.08% | 134 |
|
|
2018
Q4 | $354K | Buy |
3,323
+187
| +6% | +$19.9K | 0.06% | 146 |
|
|
2018
Q3 | $438K | Sell |
3,136
-213
| -6% | -$29.7K | 0.08% | 130 |
|
|
2018
Q2 | $419K | Buy |
3,349
+56
| +2% | +$7.01K | 0.08% | 120 |
|
|
2018
Q1 | $414K | Buy |
+3,293
| New | +$414K | 0.08% | 107 |
|