FMWA
Forvis Mazars Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Sell |
32,654
-289
| -0.9% | -$42.2K | 0.1% | 88 |
|
|
2025
Q1 | $4.36M | Buy |
32,943
+441
| +1% | +$58.4K | 0.1% | 93 |
|
|
2024
Q4 | $3.76M | Sell |
32,502
-336
| -1% | -$38.9K | 0.09% | 107 |
|
|
2024
Q3 | $3.98M | Sell |
32,838
-2,053
| -6% | -$249K | 0.09% | 112 |
|
|
2024
Q2 | $3.5M | Sell |
34,891
-9,823
| -22% | -$986K | 0.09% | 117 |
|
|
2024
Q1 | $4.36M | Buy |
44,714
+20,013
| +81% | +$1.95M | 0.11% | 98 |
|
|
2023
Q4 | $2.08M | Buy |
24,701
+37
| +0.2% | +$3.11K | 0.06% | 152 |
|
|
2023
Q3 | $1.78M | Sell |
24,664
-4,079
| -14% | -$294K | 0.05% | 160 |
|
|
2023
Q2 | $2.82M | Buy |
28,743
+3,413
| +13% | +$334K | 0.08% | 140 |
|
|
2023
Q1 | $2.48M | Sell |
25,330
-178
| -0.7% | -$17.4K | 0.08% | 130 |
|
|
2022
Q4 | $2.57M | Sell |
25,508
-255
| -1% | -$25.7K | 0.09% | 124 |
|
|
2022
Q3 | $2.11M | Sell |
25,763
-297
| -1% | -$24.3K | 0.09% | 134 |
|
|
2022
Q2 | $2.51M | Buy |
26,060
+4,192
| +19% | +$403K | 0.1% | 112 |
|
|
2022
Q1 | $2.17M | Buy |
21,868
+820
| +4% | +$81.2K | 0.09% | 103 |
|
|
2021
Q4 | $1.81M | Sell |
21,048
-148
| -0.7% | -$12.7K | 0.08% | 109 |
|
|
2021
Q3 | $1.82M | Buy |
21,196
+7,956
| +60% | +$684K | 0.08% | 100 |
|
|
2021
Q2 | $1.13M | Sell |
13,240
-1,953
| -13% | -$167K | 0.05% | 126 |
|
|
2021
Q1 | $1.17M | Sell |
15,193
-3,897
| -20% | -$301K | 0.06% | 125 |
|
|
2020
Q4 | $1.37M | Sell |
19,090
-1,610
| -8% | -$115K | 0.07% | 129 |
|
|
2020
Q3 | $1.19M | Sell |
20,700
-2,916
| -12% | -$168K | 0.07% | 122 |
|
|
2020
Q2 | $1.46M | Sell |
23,616
-2,880
| -11% | -$177K | 0.09% | 108 |
|
|
2020
Q1 | $2.5M | Sell |
26,496
-1,974
| -7% | -$186K | 0.2% | 51 |
|
|
2019
Q4 | $4.26M | Sell |
28,470
-602
| -2% | -$90.2K | 0.31% | 44 |
|
|
2019
Q3 | $3.97M | Sell |
29,072
-259
| -0.9% | -$35.4K | 0.32% | 39 |
|
|
2019
Q2 | $3.82M | Sell |
29,331
-27,959
| -49% | -$3.64M | 0.31% | 44 |
|
|
2019
Q1 | $7.38M | Buy |
57,290
+27,264
| +91% | +$3.51M | 0.61% | 24 |
|
|
2018
Q4 | $3.2M | Sell |
30,026
-1,655
| -5% | -$176K | 0.33% | 43 |
|
|
2018
Q3 | $4.43M | Buy |
31,681
+1,877
| +6% | +$262K | 0.39% | 34 |
|
|
2018
Q2 | $3.73M | Buy |
29,804
+337
| +1% | +$42.1K | 0.36% | 38 |
|
|
2018
Q1 | $3.71M | Buy |
29,467
+151
| +0.5% | +$19K | 0.37% | 35 |
|
|
2017
Q4 | $3.74M | Buy |
29,316
+713
| +2% | +$91K | 0.37% | 35 |
|
|
2017
Q3 | $3.32M | Buy |
28,603
+655
| +2% | +$76K | 0.37% | 33 |
|
|
2017
Q2 | $3.41M | Buy |
27,948
+1,137
| +4% | +$139K | 0.39% | 34 |
|
|
2017
Q1 | $3.01M | Buy |
26,811
+530
| +2% | +$59.5K | 0.37% | 37 |
|
|
2016
Q4 | $2.88M | Buy |
26,281
+579
| +2% | +$63.5K | 0.38% | 40 |
|
|
2016
Q3 | $2.61M | Buy |
25,702
+1,194
| +5% | +$121K | 0.36% | 41 |
|
|
2016
Q2 | $2.51M | Sell |
24,508
-936
| -4% | -$96K | 0.37% | 42 |
|
|
2016
Q1 | $2.55M | Buy |
25,444
+434
| +2% | +$43.4K | 0.41% | 36 |
|
|
2015
Q4 | $2.4M | Buy |
25,010
+1,376
| +6% | +$132K | 0.36% | 37 |
|
|
2015
Q3 | $2.1M | Sell |
23,634
-1,244
| -5% | -$111K | 0.37% | 35 |
|
|
2015
Q2 | $2.76M | Sell |
24,878
-1,588
| -6% | -$176K | 0.41% | 33 |
|
|
2015
Q1 | $3.1M | Buy |
26,466
+1,248
| +5% | +$146K | 0.45% | 32 |
|
|
2014
Q4 | $2.9M | Buy |
25,218
+2,246
| +10% | +$258K | 0.47% | 33 |
|
|
2014
Q3 | $2.43M | Sell |
22,972
-367
| -2% | -$38.8K | 0.42% | 37 |
|
|
2014
Q2 | $2.69M | Sell |
23,339
-1,236
| -5% | -$143K | 0.46% | 35 |
|
|
2014
Q1 | $2.87M | Buy |
24,575
+975
| +4% | +$114K | 0.51% | 31 |
|
|
2013
Q4 | $2.69M | Sell |
23,600
-751
| -3% | -$85.5K | 0.5% | 33 |
|
|
2013
Q3 | $2.63M | Sell |
24,351
-652
| -3% | -$70.3K | 0.54% | 30 |
|
|
2013
Q2 | $2.32M | Buy |
+25,003
| New | +$2.32M | 1.84% | 15 |
|