Evernest Financial Advisors’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 | $1.19M | Buy |
8,164
+1,277
| +19% | +$186K | 0.39% | 54 |
|
|
2025
Q1 | $912K | Buy |
6,887
+323
| +5% | +$42.8K | 0.33% | 71 |
|
|
2024
Q4 | $760K | Buy |
6,564
+177
| +3% | +$20.5K | 0.2% | 82 |
|
|
2024
Q3 | $774K | Sell |
6,387
-6
| -0.1% | -$727 | 0.21% | 79 |
|
|
2024
Q2 | $642K | Sell |
6,393
-158
| -2% | -$15.9K | 0.29% | 73 |
|
|
2024
Q1 | $665K | Buy |
6,551
+959
| +17% | +$97.4K | 0.31% | 71 |
|
|
2023
Q4 | $471K | Buy |
+5,592
| New | +$471K | 0.24% | 88 |
|
|
2021
Q4 | $486K | Buy |
+5,367
| New | +$486K | 0.25% | 84 |
|