HWA
HCR Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
4,859
+36
| +0.7% | +$5.26K | 0.08% | 119 |
|
|
2025
Q1 | $639K | Sell |
4,823
-173
| -3% | -$22.9K | 0.08% | 123 |
|
|
2024
Q4 | $578K | Sell |
4,996
-197
| -4% | -$22.8K | 0.07% | 127 |
|
|
2024
Q3 | $629K | Buy |
5,193
+896
| +21% | +$109K | 0.08% | 124 |
|
|
2024
Q2 | $431K | Buy |
4,297
+260
| +6% | +$26.1K | 0.06% | 138 |
|
|
2024
Q1 | $394K | Buy |
4,037
+3
| +0.1% | +$293 | 0.06% | 149 |
|
|
2023
Q4 | $339K | Buy |
4,034
+980
| +32% | +$82.5K | 0.05% | 147 |
|
|
2023
Q3 | $220K | Sell |
3,054
-205
| -6% | -$14.8K | 0.05% | 154 |
|
|
2023
Q2 | $319K | Buy |
3,259
+107
| +3% | +$10.5K | 0.06% | 135 |
|
|
2023
Q1 | $309K | Buy |
3,152
+2
| +0.1% | +$196 | 0.06% | 137 |
|
|
2022
Q4 | $318K | Sell |
3,150
-156
| -5% | -$15.7K | 0.07% | 133 |
|
|
2022
Q3 | $271K | Buy |
3,306
+61
| +2% | +$5K | 0.06% | 140 |
|
|
2022
Q2 | $312K | Buy |
3,245
+60
| +2% | +$5.77K | 0.06% | 136 |
|
|
2022
Q1 | $316K | Sell |
3,185
-12
| -0.4% | -$1.19K | 0.05% | 154 |
|
|
2021
Q4 | $275K | Sell |
3,197
-94
| -3% | -$8.09K | 0.04% | 169 |
|
|
2021
Q3 | $283K | Buy |
3,291
+3
| +0.1% | +$258 | 0.05% | 168 |
|
|
2021
Q2 | $281K | Buy |
3,288
+2
| +0.1% | +$171 | 0.05% | 163 |
|
|
2021
Q1 | $254K | Sell |
3,286
-1,622
| -33% | -$125K | 0.05% | 159 |
|
|
2020
Q4 | $351K | Sell |
4,908
-160
| -3% | -$11.4K | 0.07% | 139 |
|
|
2020
Q3 | $291K | Buy |
+5,068
| New | +$291K | 0.07% | 132 |
|
|
2020
Q1 | – | Sell |
-3,188
| Closed | -$477K | – | 253 |
|
|
2019
Q4 | $477K | Buy |
3,188
+7
| +0.2% | +$1.05K | 0.12% | 100 |
|
|
2019
Q3 | $434K | Sell |
3,181
-192
| -6% | -$26.2K | 0.14% | 101 |
|
|
2019
Q2 | $439K | Sell |
3,373
-55
| -2% | -$7.16K | 0.12% | 106 |
|
|
2019
Q1 | $456K | Sell |
3,428
-1,680
| -33% | -$223K | 0.13% | 109 |
|
|
2018
Q4 | $540K | Buy |
5,108
+409
| +9% | +$43.2K | 0.17% | 94 |
|
|
2018
Q3 | $606K | Buy |
4,699
+128
| +3% | +$16.5K | 0.2% | 91 |
|
|
2018
Q2 | $567K | Buy |
4,571
+18
| +0.4% | +$2.23K | 0.19% | 100 |
|
|
2018
Q1 | $569K | Sell |
4,553
-177
| -4% | -$22.1K | 0.2% | 102 |
|
|
2017
Q4 | $590K | Sell |
4,730
-117
| -2% | -$14.6K | 0.21% | 98 |
|
|
2017
Q3 | $551K | Buy |
4,847
+90
| +2% | +$10.2K | 0.23% | 94 |
|
|
2017
Q2 | $580K | Buy |
4,757
+443
| +10% | +$54K | 0.29% | 77 |
|
|
2017
Q1 | $484K | Sell |
4,314
-360
| -8% | -$40.4K | 0.25% | 88 |
|
|
2016
Q4 | $512K | Buy |
+4,674
| New | +$512K | 0.27% | 84 |
|