Heritage Family Offices’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 | $1.69M | Buy |
+12,833
| New | +$1.69M | 0.85% | 29 |
|
2025
Q1 | – | Sell |
-12,115
| Closed | -$1.4M | – | 191 |
|
2024
Q4 | $1.4M | Buy |
12,115
+101
| +0.8% | +$11.7K | 0.7% | 32 |
|
2024
Q3 | $1.46M | Sell |
12,014
-161
| -1% | -$19.5K | 0.75% | 33 |
|
2024
Q2 | $1.22M | Buy |
+12,175
| New | +$1.22M | 0.68% | 36 |
|