EWM
Evercore Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.88M | Sell |
67,642
-235
| -0.3% | -$34.3K | 0.15% | 71 |
|
|
2025
Q1 | $8.99M | Sell |
67,877
-1,375
| -2% | -$182K | 0.14% | 71 |
|
|
2024
Q4 | $8.01M | Sell |
69,252
-181
| -0.3% | -$20.9K | 0.12% | 82 |
|
|
2024
Q3 | $8.41M | Sell |
69,433
-659
| -0.9% | -$79.8K | 0.13% | 79 |
|
|
2024
Q2 | $7.04M | Sell |
70,092
-812
| -1% | -$81.5K | 0.11% | 82 |
|
|
2024
Q1 | $6.92M | Sell |
70,904
-1,913
| -3% | -$187K | 0.11% | 84 |
|
|
2023
Q4 | $6.13M | Sell |
72,817
-399
| -0.5% | -$33.6K | 0.1% | 86 |
|
|
2023
Q3 | $5.27M | Buy |
73,216
+373
| +0.5% | +$26.8K | 0.1% | 89 |
|
|
2023
Q2 | $7.14M | Sell |
72,843
-1,283
| -2% | -$126K | 0.13% | 76 |
|
|
2023
Q1 | $7.26M | Buy |
74,126
+625
| +0.9% | +$61.2K | 0.14% | 74 |
|
|
2022
Q4 | $7.42M | Buy |
73,501
+999
| +1% | +$101K | 0.16% | 72 |
|
|
2022
Q3 | $5.94M | Sell |
72,502
-780
| -1% | -$63.9K | 0.13% | 79 |
|
|
2022
Q2 | $7.04M | Buy |
73,282
+170
| +0.2% | +$16.3K | 0.15% | 72 |
|
|
2022
Q1 | $7.24M | Sell |
73,112
-48
| -0.1% | -$4.76K | 0.13% | 79 |
|
|
2021
Q4 | $6.3M | Sell |
73,160
-333
| -0.5% | -$28.7K | 0.1% | 95 |
|
|
2021
Q3 | $6.32M | Sell |
73,493
-1,333
| -2% | -$115K | 0.11% | 89 |
|
|
2021
Q2 | $6.38M | Sell |
74,826
-1,333
| -2% | -$114K | 0.12% | 92 |
|
|
2021
Q1 | $5.89M | Sell |
76,159
-14,539
| -16% | -$1.12M | 0.12% | 98 |
|
|
2020
Q4 | $6.49M | Sell |
90,698
-432
| -0.5% | -$30.9K | 0.14% | 82 |
|
|
2020
Q3 | $5.24M | Sell |
91,130
-42,866
| -32% | -$2.47M | 0.13% | 87 |
|
|
2020
Q2 | $8.26M | Buy |
133,996
+20,121
| +18% | +$1.24M | 0.22% | 63 |
|
|
2020
Q1 | $10.7M | Sell |
113,875
-2,616
| -2% | -$247K | 0.35% | 53 |
|
|
2019
Q4 | $17.4M | Sell |
116,491
-202
| -0.2% | -$30.3K | 0.47% | 47 |
|
|
2019
Q3 | $15.9M | Buy |
116,693
+1,040
| +0.9% | +$142K | 0.47% | 49 |
|
|
2019
Q2 | $15.1M | Sell |
115,653
-1,172
| -1% | -$153K | 0.46% | 50 |
|
|
2019
Q1 | $15.1M | Buy |
116,825
+4,496
| +4% | +$580K | 0.49% | 49 |
|
|
2018
Q4 | $12M | Buy |
112,329
+592
| +0.5% | +$63K | 0.45% | 51 |
|
|
2018
Q3 | $15.6M | Buy |
111,737
+1,794
| +2% | +$251K | 0.5% | 51 |
|
|
2018
Q2 | $13.7M | Buy |
109,943
+54,914
| +100% | +$6.87M | 0.47% | 52 |
|
|
2018
Q1 | $6.92M | Sell |
55,029
-12,913
| -19% | -$1.62M | 0.26% | 71 |
|
|
2017
Q4 | $8.67M | Sell |
67,942
-1,412
| -2% | -$180K | 0.32% | 61 |
|
|
2017
Q3 | $8.05M | Sell |
69,354
-1,000
| -1% | -$116K | 0.31% | 63 |
|
|
2017
Q2 | $8.59M | Buy |
70,354
+4,493
| +7% | +$549K | 0.33% | 61 |
|
|
2017
Q1 | $7.39M | Sell |
65,861
-1,038
| -2% | -$116K | 0.29% | 70 |
|
|
2016
Q4 | $7.33M | Sell |
66,899
-1,577
| -2% | -$173K | 0.3% | 71 |
|
|
2016
Q3 | $6.96M | Sell |
68,476
-1,757
| -3% | -$179K | 0.29% | 70 |
|
|
2016
Q2 | $7.2M | Sell |
70,233
-8,780
| -11% | -$900K | 0.32% | 63 |
|
|
2016
Q1 | $7.91M | Sell |
79,013
-71,368
| -47% | -$7.14M | 0.35% | 58 |
|
|
2015
Q4 | $14.4M | Sell |
150,381
-147,335
| -49% | -$14.2M | 0.67% | 46 |
|
|
2015
Q3 | $26.5M | Buy |
297,716
+717
| +0.2% | +$63.8K | 1.27% | 27 |
|
|
2015
Q2 | $33M | Buy |
296,999
+11,214
| +4% | +$1.24M | 1.49% | 19 |
|
|
2015
Q1 | $33.5M | Buy |
285,785
+16,899
| +6% | +$1.98M | 1.54% | 14 |
|
|
2014
Q4 | $31M | Buy |
268,886
+6,986
| +3% | +$805K | 1.54% | 21 |
|
|
2014
Q3 | $27.7M | Buy |
261,900
+16,978
| +7% | +$1.79M | 1.39% | 23 |
|
|
2014
Q2 | $28.3M | Buy |
244,922
+16,236
| +7% | +$1.87M | 1.46% | 16 |
|
|
2014
Q1 | $26.7M | Buy |
228,686
+9,553
| +4% | +$1.12M | 1.5% | 14 |
|
|
2013
Q4 | $25M | Buy |
219,133
+19,911
| +10% | +$2.27M | 1.37% | 14 |
|
|
2013
Q3 | $21.5M | Sell |
199,222
-1,743
| -0.9% | -$188K | 1.23% | 19 |
|
|
2013
Q2 | $18.7M | Buy |
+200,965
| New | +$18.7M | 1.06% | 22 |
|