FWA
FSM Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
10,752
+4,508
| +72% | +$658K | 0.26% | 59 |
|
|
2025
Q1 | $827K | Buy |
6,244
+389
| +7% | +$51.5K | 0.19% | 72 |
|
|
2024
Q4 | $705K | Buy |
5,855
+216
| +4% | +$26K | 0.17% | 78 |
|
|
2024
Q3 | $683K | Sell |
5,639
-64
| -1% | -$7.75K | 0.18% | 76 |
|
|
2024
Q2 | $572K | Buy |
5,703
+81
| +1% | +$8.13K | 0.19% | 79 |
|
|
2024
Q1 | $548K | Sell |
5,622
-26
| -0.5% | -$2.54K | 0.19% | 83 |
|
|
2023
Q4 | $475K | Buy |
5,648
+125
| +2% | +$10.5K | 0.2% | 87 |
|
|
2023
Q3 | $397K | Sell |
5,523
-2,114
| -28% | -$152K | 0.2% | 90 |
|
|
2023
Q2 | $749K | Sell |
7,637
-76
| -1% | -$7.45K | 0.38% | 58 |
|
|
2023
Q1 | $755K | Buy |
7,713
+390
| +5% | +$38.2K | 0.44% | 52 |
|
|
2022
Q4 | $739K | Sell |
7,323
-263
| -3% | -$26.5K | 0.53% | 46 |
|
|
2022
Q3 | $621K | Buy |
7,586
+1,123
| +17% | +$91.9K | 0.52% | 49 |
|
|
2022
Q2 | $589K | Buy |
+6,463
| New | +$589K | 0.58% | 49 |
|